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

Freedom Investment 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
2018
Q1 		– Sell
-10,408
Closed -$833K – 1159
2017
Q4 		$833K Sell
10,408
-1,140
-10% -$89K 0.04% 436
2017
Q3 		$882K Buy
11,548
+842
+8% +$62.4K 0.05% 377
2017
Q2 		$795K Sell
10,706
-596
-5% -$44K 0.05% 399
2017
Q1 		$839K Buy
11,302
+342
+3% +$25.4K 0.05% 356
2016
Q4 		$796K Sell
10,960
-224
-2% -$15.5K 0.05% 321
2016
Q3 		$744K Sell
11,184
-1,354
-11% -$89.5K 0.05% 334
2016
Q2 		$803K Buy
12,538
+1,580
+14% +$99.4K 0.05% 277
2016
Q1 		$680K Sell
10,958
-480
-4% -$27.2K 0.05% 306
2015
Q4 		$670K Buy
11,438
+6,036
+112% +$365K 0.05% 305
2015
Q3 		$304K Sell
5,402
-5,330
-50% -$326K 0.03% 470
2015
Q2 		$692K Buy
10,732
+576
+6% +$38K 0.07% 249
2015
Q1 		$665K Buy
10,156
+16
+0.2% +$1.03K 0.07% 227
2014
Q4 		$648K Sell
10,140
-914
-8% -$56.7K 0.08% 219
2014
Q3 		$665K Buy
11,054
+1,002
+10% +$62.6K 0.12% 172
2014
Q2 		$638K Buy
10,052
+622
+7% +$37.9K 0.11% 171
2014
Q1 		$568K Sell
9,430
-328
-3% -$19.2K 0.12% 163
2013
Q4 		$567K Sell
9,758
-314
-3% -$17.7K 0.14% 136
2013
Q3 		$544K Sell
10,072
-20
-0.2% -$1.07K 0.16% 109
2013
Q2 		$511K Buy
+10,092
New +$511K 0.17% 103

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

Freedom Investment Management's IJJ Position: Q1 2018 in Review

Freedom Investment Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2018, closing a stake of 10,408 shares — an estimated $833K sold.

Freedom Investment Management first reported a position in IJJ in Q2 2013 and held it in 19 quarters. The position peaked at $882K in Q3 2017. 420 funds tracked by Wall St. Rank hold IJJ as of Q1 2018.

  • Freedom Investment Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2018 after selling out during the quarter.
  • Freedom Investment Management sold 10,408 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2018, an estimated $833K.
  • Freedom Investment Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and held it in 19 quarters.
  • Freedom Investment Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $882K in Q3 2017.
  • 420 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2018.

Based on Freedom Investment Management's 13F filing for Q1 2018, filed 6 Apr 2018.