IFWM
IJJ icon

Institute for Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Institute for Wealth 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
2014
Q3 		– Sell
-2,364
Closed -$150K – 65
2014
Q2 		$150K Sell
2,364
-80
-3% -$4.87K 0.13% 34
2014
Q1 		$147K Buy
2,444
+442
+22% +$25.9K 0.13% 48
2013
Q4 		$116K Buy
2,002
+582
+41% +$32.8K 0.08% 49
2013
Q3 		$77K Buy
+1,420
New +$75.8K 0.05% 43

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Institute for Wealth Management's IJJ Position: Q3 2014 in Review

Institute for Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2014, closing a stake of 2,364 shares — an estimated $150K sold.

Institute for Wealth Management first reported a position in IJJ in Q3 2013 and held it in 4 quarters. The position peaked at $150K in Q2 2014. 254 funds tracked by Wall St. Rank hold IJJ as of Q3 2014.

  • Institute for Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2014 after selling out during the quarter.
  • Institute for Wealth Management sold 2,364 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2014, an estimated $150K.
  • Institute for Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2013 and held it in 4 quarters.
  • Institute for Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $150K in Q2 2014.
  • 254 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2014.

Based on Institute for Wealth Management's 13F filing for Q3 2014, filed 10 Oct 2014.