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

Divergent Wealth Advisors’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 Q4	–	Sell	-366	Closed	-$30K	–	79
2018 Q3	$30K	Hold	366	–	–	0.01%	85
2018 Q2	$30K	Hold	366	–	–	0.01%	79
2018 Q1	$28K	Buy	+366	New	+$29K	0.01%	84

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

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

Divergent Wealth Advisors's IJJ Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2018, closing a stake of 366 shares — an estimated $30K sold.

Divergent Wealth Advisors first reported a position in IJJ in Q1 2018 and held it in 3 quarters. The position peaked at $30K in Q3 2018. 445 funds tracked by Wall St. Rank hold IJJ as of Q4 2018.

Divergent Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2018 after selling out during the quarter.
Divergent Wealth Advisors sold 366 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2018, an estimated $30K.
Divergent Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2018 and held it in 3 quarters.
Divergent Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $30K in Q3 2018.
445 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.