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Financial Gravity Companies’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Financial Gravity Companies’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
Q1 		– Sell
-178
Closed -$14K – 1509
2017
Q4 		$14K Buy
+178
New +$13.9K 0.02% 527

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Financial Gravity Companies's IJJ Position: Q1 2018 in Review

Financial Gravity Companies sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2018, closing a stake of 178 shares — an estimated $14K sold.

Financial Gravity Companies first reported a position in IJJ in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 420 funds tracked by Wall St. Rank hold IJJ as of Q1 2018.

  • Financial Gravity Companies reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 178 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2018, an estimated $14K.
  • Financial Gravity Companies first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's iShares S&P Mid-Cap 400 Value ETF position peaked at $14K in Q4 2017.
  • 420 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.