IPC
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Independent Portfolio Consultants’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Independent Portfolio Consultants’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
Q2 		– Sell
-4,370
Closed -$324K – 813
2017
Q1 		$324K Buy
+4,370
New +$324K 0.11% 266

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Independent Portfolio Consultants's IJJ Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2017, closing a stake of 4,370 shares — an estimated $324K sold.

Independent Portfolio Consultants first reported a position in IJJ in Q1 2017 and held it in 1 quarter. The position peaked at $324K in Q1 2017. 374 funds tracked by Wall St. Rank hold IJJ as of Q2 2017.

  • Independent Portfolio Consultants reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 4,370 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2017, an estimated $324K.
  • Independent Portfolio Consultants first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2017 and held it in 1 quarter.
  • Independent Portfolio Consultants's iShares S&P Mid-Cap 400 Value ETF position peaked at $324K in Q1 2017.
  • 374 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.