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

Heritage Trust’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
2017
Q3 		– Sell
-40
Closed -$3K – 382
2017
Q2 		$3K Buy
+40
New +$2.96K ﹤0.01% 288

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
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
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Heritage Trust's IJJ Position: Q3 2017 in Review

Heritage Trust sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2017, closing a stake of 40 shares — an estimated $3K sold.

Heritage Trust first reported a position in IJJ in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 382 funds tracked by Wall St. Rank hold IJJ as of Q3 2017.

  • Heritage Trust reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2017 after selling out during the quarter.
  • Heritage Trust sold 40 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2017, an estimated $3K.
  • Heritage Trust first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2017 and held it in 1 quarter.
  • Heritage Trust's iShares S&P Mid-Cap 400 Value ETF position peaked at $3K in Q2 2017.
  • 382 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2017.

Based on Heritage Trust's 13F filing for Q3 2017, filed 14 Nov 2017.