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

Executive Wealth Management’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
2019 Q3	–	Sell	-468	Closed	-$37K	–	438
2019 Q2	$37K	Sell	468 -49,440	-99%	-$3.92M	0.01%	354
2019 Q1	$3.92M	Sell	49,908 -892	-2%	-$69.1K	0.7%	25
2018 Q4	$3.51M	Buy	+50,800	New	+$3.88M	0.62%	25

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Executive Wealth Management's IJJ Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2019, closing a stake of 468 shares — an estimated $37K sold.

Executive Wealth Management first reported a position in IJJ in Q4 2018 and held it in 3 quarters. The position peaked at $3.92M in Q1 2019. 468 funds tracked by Wall St. Rank hold IJJ as of Q3 2019.

Executive Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 468 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2019, an estimated $37K.
Executive Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $3.92M in Q1 2019.
468 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.