Integrated Investment Consultants’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Integrated Investment 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
2018 Q2	–	Sell	-112	Closed	-$9K	–	427
2018 Q1	$9K	Buy	+112	New	+$8.88K	﹤0.01%	649
2017 Q3	$9K	Hold	112	–	–	﹤0.01%	524
2017 Q2	$8K	Hold	112	–	–	﹤0.01%	518
2017 Q1	$8K	Hold	112	–	–	﹤0.01%	520
2016 Q4	$8K	Hold	112	–	–	﹤0.01%	520
2016 Q3	$7K	Sell	112 -1,198	-91%	-$79.2K	﹤0.01%	531
2016 Q2	$84K	Sell	1,310 -142	-10%	-$8.94K	0.05%	310
2016 Q1	$88K	Buy	+1,452	New	+$82.3K	0.05%	264

Other funds holding IJJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Integrated Investment Consultants's IJJ Position: Q2 2018 in Review

Integrated Investment Consultants sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2018, closing a stake of 112 shares — an estimated $9K sold.

Integrated Investment Consultants first reported a position in IJJ in Q1 2016 and held it in 8 quarters. The position peaked at $88K in Q1 2016. 411 funds tracked by Wall St. Rank hold IJJ as of Q2 2018.

Integrated Investment Consultants reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2018 after selling out during the quarter.
Integrated Investment Consultants sold 112 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2018, an estimated $9K.
Integrated Investment Consultants first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2016 and held it in 8 quarters.
Integrated Investment Consultants's iShares S&P Mid-Cap 400 Value ETF position peaked at $88K in Q1 2016.
411 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.