Axa
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Axa’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Axa’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-386,242
Closed -$30.9M – 1243
2019
Q3 		$30.9M Hold
386,242
– – 0.12% 218
2019
Q2 		$30.8M Sell
386,242
-6,800
-2% -$539K 0.12% 228
2019
Q1 		$30.8M Sell
393,042
-101,800
-21% -$7.88M 0.12% 216
2018
Q4 		$34.2M Sell
494,842
-38,800
-7% -$2.97M 0.15% 187
2018
Q3 		$44.6M Sell
533,642
-92,400
-15% -$7.72M 0.16% 168
2018
Q2 		$50.7M Sell
626,042
-8,800
-1% -$704K 0.19% 139
2018
Q1 		$49M Sell
634,842
-84,800
-12% -$6.72M 0.2% 142
2017
Q4 		$57.6M Sell
719,642
-41,600
-5% -$3.25M 0.23% 129
2017
Q3 		$58.1M Sell
761,242
-5,400
-0.7% -$400K 0.25% 111
2017
Q2 		$56.9M Hold
766,642
– – 0.26% 107
2017
Q1 		$56.9M Sell
766,642
-34,400
-4% -$2.55M 0.26% 110
2016
Q4 		$58.2M Sell
801,042
-60,400
-7% -$4.18M 0.27% 105
2016
Q3 		$57.3M Sell
861,442
-26,000
-3% -$1.72M 0.25% 115
2016
Q2 		$56.8M Hold
887,442
– – 0.25% 116
2016
Q1 		$55M Buy
887,442
+51,600
+6% +$2.92M 0.25% 114
2015
Q4 		$49M Sell
835,842
-8,600
-1% -$521K 0.21% 134
2015
Q3 		$48.7M Hold
844,442
– – 0.2% 141
2015
Q2 		$54.5M Hold
844,442
– – 0.22% 134
2015
Q1 		$55.3M Sell
844,442
-107,400
-11% -$6.91M 0.23% 129
2014
Q4 		$60.8M Hold
951,842
– – 0.24% 123
2014
Q3 		$57.3M Hold
951,842
– – 0.24% 125
2014
Q2 		$60.4M Hold
951,842
– – 0.25% 115
2014
Q1 		$57.3M Sell
951,842
-40,000
-4% -$2.34M 0.25% 101
2013
Q4 		$57.6M Hold
991,842
– – 0.26% 104
2013
Q3 		$53.6M Hold
991,842
– – 0.26% 96
2013
Q2 		$50.2M Buy
+991,842
New +$50.2M 0.27% 92

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Axa's IJJ Position: Q4 2019 in Review

Axa sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2019, closing a stake of 386,242 shares — an estimated $30.9M sold.

Axa first reported a position in IJJ in Q2 2013 and held it in 26 quarters. The position peaked at $60.8M in Q4 2014. 542 funds tracked by Wall St. Rank hold IJJ as of Q4 2019.

  • Axa reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2019 after selling out during the quarter.
  • Axa sold 386,242 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2019, an estimated $30.9M.
  • Axa first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and held it in 26 quarters.
  • Axa's iShares S&P Mid-Cap 400 Value ETF position peaked at $60.8M in Q4 2014.
  • 542 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.