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Omnia Family Wealth’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-110
Closed -$8K – 721
2017
Q1 		$8K Buy
+110
New +$8.16K ﹤0.01% 314

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Omnia Family Wealth's IJJ Position: Q2 2017 in Review

Omnia Family Wealth sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2017, closing a stake of 110 shares — an estimated $8K sold.

Omnia Family Wealth first reported a position in IJJ in Q1 2017 and held it in 1 quarter. The position peaked at $8K in Q1 2017. 374 funds tracked by Wall St. Rank hold IJJ as of Q2 2017.

  • Omnia Family Wealth reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 110 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2017, an estimated $8K.
  • Omnia Family Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2017 and held it in 1 quarter.
  • Omnia Family Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $8K in Q1 2017.
  • 374 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2017.

Based on Omnia Family Wealth's 13F filing for Q2 2017, filed 10 Aug 2017.