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Girard Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Girard Partners’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
Q4 		– Sell
-258
Closed -$21K – 498
2018
Q3 		$21K Buy
+258
New +$21.5K ﹤0.01% 594

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Girard Partners's IJJ Position: Q4 2018 in Review

Girard Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2018, closing a stake of 258 shares — an estimated $21K sold.

Girard Partners first reported a position in IJJ in Q3 2018 and held it in 1 quarter. The position peaked at $21K in Q3 2018. 445 funds tracked by Wall St. Rank hold IJJ as of Q4 2018.

  • Girard Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 258 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2018, an estimated $21K.
  • Girard Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2018 and held it in 1 quarter.
  • Girard Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $21K in Q3 2018.
  • 445 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.