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

Ipswich Investment 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
2017 Q4	–	Sell	-11,834	Closed	-$904K	–	151
2017 Q3	$904K	Buy	11,834 +320	+3%	+$23.7K	0.41%	65
2017 Q2	$855K	Sell	11,514 -1,040	-8%	-$76.9K	0.4%	66
2017 Q1	$932K	Hold	12,554	–	–	0.41%	65
2016 Q4	$911K	Sell	12,554 -230	-2%	-$15.9K	0.41%	64
2016 Q3	$850K	Hold	12,784	–	–	0.42%	63
2016 Q2	$818K	Buy	12,784 +8,384	+191%	+$528K	0.4%	62
2016 Q1	$273K	Hold	4,400	–	–	0.13%	107
2015 Q4	$258K	Buy	+4,400	New	+$266K	0.12%	116

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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Ipswich Investment Management's IJJ Position: Q4 2017 in Review

Ipswich Investment Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2017, closing a stake of 11,834 shares — an estimated $904K sold.

Ipswich Investment Management first reported a position in IJJ in Q4 2015 and held it in 8 quarters. The position peaked at $932K in Q1 2017. 421 funds tracked by Wall St. Rank hold IJJ as of Q4 2017.

Ipswich Investment Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2017 after selling out during the quarter.
Ipswich Investment Management sold 11,834 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2017, an estimated $904K.
Ipswich Investment Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2015 and held it in 8 quarters.
Ipswich Investment Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $932K in Q1 2017.
421 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2017.

Based on Ipswich Investment Management's 13F filing for Q4 2017, filed 16 Jan 2018.