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NewFocus Financial Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

NewFocus Financial Group’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
2016
Q1 		– Sell
-9,348
Closed -$548K – 60
2015
Q4 		$548K Buy
+9,348
New +$566K 0.38% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NewFocus Financial Group's IJJ Position: Q1 2016 in Review

NewFocus Financial Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2016, closing a stake of 9,348 shares — an estimated $548K sold.

NewFocus Financial Group first reported a position in IJJ in Q4 2015 and held it in 1 quarter. The position peaked at $548K in Q4 2015. 304 funds tracked by Wall St. Rank hold IJJ as of Q1 2016.

  • NewFocus Financial Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2016 after selling out during the quarter.
  • NewFocus Financial Group sold 9,348 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2016, an estimated $548K.
  • NewFocus Financial Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2015 and held it in 1 quarter.
  • NewFocus Financial Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $548K in Q4 2015.
  • 304 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2016.

Based on NewFocus Financial Group's 13F filing for Q1 2016, filed 2 May 2016.