Live Your Vision’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Live Your Vision’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
2019 Q1	$238K	Hold	2,896	–	–	0.07%	65
2018 Q4	$215K	Hold	2,896	–	–	0.07%	66
2018 Q3	$242K	Hold	2,896	–	–	0.08%	62
2018 Q2	$239K	Hold	2,896	–	–	0.08%	61
2018 Q1	$229K	Hold	2,896	–	–	0.08%	61
2017 Q4	$238K	Hold	2,896	–	–	0.08%	64
2017 Q3	$221K	Hold	2,896	–	–	0.08%	65
2017 Q2	$217K	Hold	2,896	–	–	0.08%	63
2017 Q1	$215K	Hold	2,896	–	–	0.08%	64
2016 Q4	$210K	Hold	2,896	–	–	0.09%	61
2016 Q3	$193K	Buy	+2,896	New	+$191K	0.08%	59
2015 Q4	–	Sell	-2,896	Closed	-$167K	–	171
2015 Q3	$167K	Buy	+2,896	New	+$177K	0.08%	73

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Live Your Vision's IJJ Position: Q1 2019 in Review

Live Your Vision held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2019 at 2,896 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #65.

Live Your Vision first reported a position in IJJ in Q3 2015 and has held it in 12 quarters since. The position peaked at $242K in Q3 2018. 469 funds tracked by Wall St. Rank hold IJJ as of Q1 2019.

Live Your Vision held 2,896 shares of iShares S&P Mid-Cap 400 Value ETF worth $238K as of Q1 2019.
Live Your Vision left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2019.
iShares S&P Mid-Cap 400 Value ETF made up 0.07% of Live Your Vision's portfolio in Q1 2019, its #65 holding.
Live Your Vision first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2015 and has held it in 12 quarters since.
Live Your Vision's iShares S&P Mid-Cap 400 Value ETF position peaked at $242K in Q3 2018.
469 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.