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

Genesis Wealth Advisors’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
2015
Q2 		$74.8K Hold
1,160
– – 0.06% 143
2015
Q1 		$75.8K Hold
1,160
– – 0.06% 154
2014
Q4 		$76.7K Buy
+1,160
New +$71.9K 0.06% 170

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Genesis Wealth Advisors's IJJ Position: Q2 2015 in Review

Genesis Wealth Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2015 at 1,160 shares worth $74.8K. The position accounts for 0.06% of the portfolio, ranked #143.

Genesis Wealth Advisors first reported a position in IJJ in Q4 2014 and has held it in 3 quarters since. The position peaked at $76.7K in Q4 2014. 290 funds tracked by Wall St. Rank hold IJJ as of Q2 2015.

  • Genesis Wealth Advisors held 1,160 shares of iShares S&P Mid-Cap 400 Value ETF worth $74.8K as of Q2 2015.
  • Genesis Wealth Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2015.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.06% of Genesis Wealth Advisors's portfolio in Q2 2015, its #143 holding.
  • Genesis Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $76.7K in Q4 2014.
  • 290 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.