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

CIBC Bank USA’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
2018 Q2	–	Sell	-3,974	Closed	-$307K	–	258
2018 Q1	$307K	Hold	3,974	–	–	0.04%	196
2017 Q4	$318K	Buy	3,974 +224	+6%	+$17.5K	0.04%	190
2017 Q3	$286K	Hold	3,750	–	–	0.04%	206
2017 Q2	$279K	Hold	3,750	–	–	0.04%	208
2017 Q1	$278K	Sell	3,750 -200	-5%	-$14.8K	0.04%	211
2016 Q4	$287K	Hold	3,950	–	–	0.04%	197
2016 Q3	$263K	Hold	3,950	–	–	0.04%	212
2016 Q2	$253K	Hold	3,950	–	–	0.04%	212
2016 Q1	$245K	Sell	3,950 -256	-6%	-$14.5K	0.04%	193
2015 Q4	$246K	Hold	4,206	–	–	0.04%	202
2015 Q3	$243K	Hold	4,206	–	–	0.04%	209
2015 Q2	$271K	Hold	4,206	–	–	0.05%	216
2015 Q1	$275K	Buy	4,206 +256	+6%	+$16.5K	0.05%	218
2014 Q4	$252K	Sell	3,950 -548	-12%	-$34K	0.04%	248
2014 Q3	$271K	Hold	4,498	–	–	0.05%	240
2014 Q2	$285K	Hold	4,498	–	–	0.05%	235
2014 Q1	$271K	Hold	4,498	–	–	0.06%	247
2013 Q4	$261K	Hold	4,498	–	–	0.06%	256
2013 Q3	$243K	Hold	4,498	–	–	0.06%	264
2013 Q2	$228K	Buy	+4,498	New	+$228K	0.01%	283

Other funds holding IJJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CIBC Bank USA's IJJ Position: Q2 2018 in Review

CIBC Bank USA sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2018, closing a stake of 3,974 shares — an estimated $307K sold.

CIBC Bank USA first reported a position in IJJ in Q2 2013 and held it in 20 quarters. The position peaked at $318K in Q4 2017. 411 funds tracked by Wall St. Rank hold IJJ as of Q2 2018.

CIBC Bank USA reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2018 after selling out during the quarter.
CIBC Bank USA sold 3,974 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2018, an estimated $307K.
CIBC Bank USA first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and held it in 20 quarters.
CIBC Bank USA's iShares S&P Mid-Cap 400 Value ETF position peaked at $318K in Q4 2017.
411 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2018.

Based on CIBC Bank USA's 13F filing for Q2 2018, filed 3 Jul 2018.