Kelman-Lazarov Inc’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Kelman-Lazarov Inc’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 Q1	–	Sell	-348	Closed	-$25.3K	–	164
2016 Q4	$25.3K	Hold	348	–	–	0.01%	205
2016 Q3	$22.9K	Hold	348	–	–	0.01%	241
2016 Q2	$22.4K	Hold	348	–	–	0.01%	231
2016 Q1	$22K	Buy	+348	New	+$19.7K	0.01%	242

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

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

Kelman-Lazarov Inc's IJJ Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2017, closing a stake of 348 shares — an estimated $25.3K sold.

Kelman-Lazarov Inc first reported a position in IJJ in Q1 2016 and held it in 4 quarters. The position peaked at $25.3K in Q4 2016. 391 funds tracked by Wall St. Rank hold IJJ as of Q1 2017.

Kelman-Lazarov Inc reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2017 after selling out during the quarter.
Kelman-Lazarov Inc sold 348 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2017, an estimated $25.3K.
Kelman-Lazarov Inc first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2016 and held it in 4 quarters.
Kelman-Lazarov Inc's iShares S&P Mid-Cap 400 Value ETF position peaked at $25.3K in Q4 2016.
391 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.