O'Brien Wealth Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

O'Brien Wealth Partners’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 Q4	–	Sell	-1,830	Closed	-$153K	–	129
2018 Q3	$153K	Sell	1,830 -1,970	-52%	-$165K	0.1%	41
2018 Q2	$308K	Sell	3,800 -442	-10%	-$35.4K	0.23%	17
2018 Q1	$328K	Hold	4,242	–	–	0.23%	22
2017 Q4	$340K	Hold	4,242	–	–	0.21%	23
2017 Q3	$324K	Sell	4,242 -2,480	-37%	-$184K	0.17%	25
2017 Q2	$499K	Sell	6,722 -6,022	-47%	-$445K	0.26%	22
2017 Q1	$946K	Sell	12,744 -6,252	-33%	-$464K	0.53%	19
2016 Q4	$1.38M	Sell	18,996 -3,634	-16%	-$251K	0.82%	17
2016 Q3	$1.5M	Sell	22,630 -1,250	-5%	-$82.6K	0.98%	15
2016 Q2	$1.53M	Sell	23,880 -1,200	-5%	-$75.5K	1.07%	14
2016 Q1	$1.55M	Sell	25,080 -20,170	-45%	-$1.14M	1.21%	14
2015 Q4	$2.65M	Buy	+45,250	New	+$2.74M	2.59%	9

Other funds holding IJJ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

O'Brien Wealth Partners's IJJ Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2018, closing a stake of 1,830 shares — an estimated $153K sold.

O'Brien Wealth Partners first reported a position in IJJ in Q4 2015 and held it in 12 quarters. The position peaked at $2.65M in Q4 2015. 445 funds tracked by Wall St. Rank hold IJJ as of Q4 2018.

O'Brien Wealth Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 1,830 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2018, an estimated $153K.
O'Brien Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2015 and held it in 12 quarters.
O'Brien Wealth Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.65M in Q4 2015.
445 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.