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

First Personal 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 Q2	–	Sell	-1,780	Closed	-$138K	–	792
2018 Q1	$138K	Buy	+1,780	New	+$141K	0.03%	254
2017 Q3	–	Sell	-80	Closed	-$6K	–	848
2017 Q2	$6K	Hold	80	–	–	﹤0.01%	777
2017 Q1	$6K	Sell	80 -96	-55%	-$7.12K	﹤0.01%	781
2016 Q4	$13K	Hold	176	–	–	﹤0.01%	640
2016 Q3	$12K	Hold	176	–	–	﹤0.01%	537
2016 Q2	$11K	Hold	176	–	–	﹤0.01%	543
2016 Q1	$11K	Sell	176 -180	-51%	-$10.2K	0.01%	257
2015 Q4	$21K	Hold	356	–	–	0.01%	238
2015 Q3	$21K	Hold	356	–	–	0.01%	231
2015 Q2	$23K	Hold	356	–	–	0.01%	220
2015 Q1	$24K	Hold	356	–	–	0.01%	214
2014 Q4	$22K	Buy	+356	New	+$22.1K	0.01%	207

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

RJA

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

First Personal Financial Services's IJJ Position: Q2 2018 in Review

First Personal Financial Services sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2018, closing a stake of 1,780 shares — an estimated $138K sold.

First Personal Financial Services first reported a position in IJJ in Q4 2014 and held it in 12 quarters. The position peaked at $138K in Q1 2018. 411 funds tracked by Wall St. Rank hold IJJ as of Q2 2018.

First Personal Financial Services reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 1,780 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2018, an estimated $138K.
First Personal Financial Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2014 and held it in 12 quarters.
First Personal Financial Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $138K in Q1 2018.
411 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.