EWF
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Epstein & White Financial’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Epstein & White Financial’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
-8,206
Closed -$698K – 87
2018
Q3 		$698K Sell
8,206
-34,094
-81% -$2.85M 0.46% 23
2018
Q2 		$3.35M Buy
42,300
+9,770
+30% +$781K 2.49% 4
2018
Q1 		$2.5M Buy
+32,530
New +$2.58M 1.61% 15

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

Epstein & White Financial's IJJ Position: Q4 2018 in Review

Epstein & White Financial sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2018, closing a stake of 8,206 shares — an estimated $698K sold.

Epstein & White Financial first reported a position in IJJ in Q1 2018 and held it in 3 quarters. The position peaked at $3.35M in Q2 2018. 445 funds tracked by Wall St. Rank hold IJJ as of Q4 2018.

  • Epstein & White Financial reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Epstein & White Financial sold 8,206 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2018, an estimated $698K.
  • Epstein & White Financial first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2018 and held it in 3 quarters.
  • Epstein & White Financial's iShares S&P Mid-Cap 400 Value ETF position peaked at $3.35M in Q2 2018.
  • 445 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2018.

Based on Epstein & White Financial's 13F filing for Q4 2018, filed 5 Feb 2019.