EFS
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Edelman Financial Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Edelman Financial Services’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
-1,991,738
Closed -$167M – 12
2018
Q3 		$167M Buy
1,991,738
+47,432
+2% +$3.96M 1.52% 9
2018
Q2 		$158M Buy
1,944,306
+67,946
+4% +$5.43M 1.5% 9
2018
Q1 		$145M Buy
1,876,360
+48,348
+3% +$3.83M 1.44% 9
2017
Q4 		$146M Buy
1,828,012
+69,748
+4% +$5.44M 1.49% 9
2017
Q3 		$134M Buy
1,758,264
+69,624
+4% +$5.16M 1.44% 9
2017
Q2 		$125M Buy
1,688,640
+62,398
+4% +$4.61M 1.42% 9
2017
Q1 		$121M Buy
1,626,242
+98,938
+6% +$7.34M 1.42% 9
2016
Q4 		$111M Sell
1,527,304
-69,898
-4% -$4.83M 1.39% 9
2016
Q3 		$106M Buy
1,597,202
+40,534
+3% +$2.68M 1.39% 9
2016
Q2 		$99.7M Buy
1,556,668
+46,780
+3% +$2.94M 1.36% 9
2016
Q1 		$93.6M Buy
1,509,888
+125,446
+9% +$7.11M 1.35% 9
2015
Q4 		$81.1M Buy
1,384,442
+60,780
+5% +$3.68M 1.22% 10
2015
Q3 		$76.3M Buy
1,323,662
+74,586
+6% +$4.57M 1.23% 9
2015
Q2 		$80.5M Buy
1,249,076
+36,132
+3% +$2.39M 1.24% 9
2015
Q1 		$79.4M Sell
1,212,944
-248,432
-17% -$16M 1.24% 9
2014
Q4 		$93.4M Buy
1,461,376
+62,636
+4% +$3.88M 1.53% 8
2014
Q3 		$84.1M Buy
1,398,740
+97,326
+7% +$6.08M 1.45% 8
2014
Q2 		$82.6M Buy
1,301,414
+77,234
+6% +$4.7M 1.43% 8
2014
Q1 		$73.7M Buy
1,224,180
+90,748
+8% +$5.32M 1.38% 8
2013
Q4 		$65.9M Buy
1,133,432
+107,070
+10% +$6.03M 1.31% 8
2013
Q3 		$55.4M Buy
1,026,362
+71,840
+8% +$3.83M 1.13% 10
2013
Q2 		$48.3M Buy
+954,522
New +$48.3M 1.07% 10

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edelman Financial Services's IJJ Position: Q4 2018 in Review

Edelman Financial Services sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2018, closing a stake of 1,991,738 shares — an estimated $167M sold.

Edelman Financial Services first reported a position in IJJ in Q2 2013 and held it in 22 quarters. The position peaked at $167M in Q3 2018. 445 funds tracked by Wall St. Rank hold IJJ as of Q4 2018.

  • Edelman Financial Services reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Edelman Financial Services sold 1,991,738 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2018, an estimated $167M.
  • Edelman Financial Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and held it in 22 quarters.
  • Edelman Financial Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $167M 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 Edelman Financial Services's 13F filing for Q4 2018.