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

Boys Arnold & Co’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
2017
Q2 		– Sell
-3,932
Closed -$292K – 277
2017
Q1 		$292K Buy
3,932
+1,000
+34% +$74.2K 0.05% 245
2016
Q4 		$213K Buy
+2,932
New +$203K 0.04% 263

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Boys Arnold & Co's IJJ Position: Q2 2017 in Review

Boys Arnold & Co sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2017, closing a stake of 3,932 shares — an estimated $292K sold.

Boys Arnold & Co first reported a position in IJJ in Q4 2016 and held it in 2 quarters. The position peaked at $292K in Q1 2017. 375 funds tracked by Wall St. Rank hold IJJ as of Q2 2017.

  • Boys Arnold & Co reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2017 after selling out during the quarter.
  • Boys Arnold & Co sold 3,932 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2017, an estimated $292K.
  • Boys Arnold & Co first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2016 and held it in 2 quarters.
  • Boys Arnold & Co's iShares S&P Mid-Cap 400 Value ETF position peaked at $292K in Q1 2017.
  • 375 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2017.

Based on Boys Arnold & Co's 13F filing for Q2 2017, filed 8 Aug 2017.