Parker Investment Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Parker Investment Management’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 Q1	–	Sell	-6,560	Closed	-$525K	–	25
2017 Q4	$525K	Hold	6,560	–	–	0.19%	19
2017 Q3	$501K	Sell	6,560 -138	-2%	-$10.2K	0.22%	16
2017 Q2	$497K	Sell	6,698 -164	-2%	-$12.1K	0.25%	15
2017 Q1	$509K	Sell	6,862 -166	-2%	-$12.3K	0.26%	16
2016 Q4	$510K	Buy	7,028 +30	+0.4%	+$2.08K	0.27%	17
2016 Q3	$465K	Sell	6,998 -72	-1%	-$4.76K	0.16%	27
2016 Q2	$453K	Buy	7,070 +514	+8%	+$32.3K	0.17%	28
2016 Q1	$407K	Buy	+6,556	New	+$372K	0.15%	28

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

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

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

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

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Parker Investment Management's IJJ Position: Q1 2018 in Review

Parker Investment Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2018, closing a stake of 6,560 shares — an estimated $525K sold.

Parker Investment Management first reported a position in IJJ in Q1 2016 and held it in 8 quarters. The position peaked at $525K in Q4 2017. 420 funds tracked by Wall St. Rank hold IJJ as of Q1 2018.

Parker Investment Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2018 after selling out during the quarter.
Parker Investment Management sold 6,560 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2018, an estimated $525K.
Parker Investment Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2016 and held it in 8 quarters.
Parker Investment Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $525K in Q4 2017.
420 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2018.

Based on Parker Investment Management's 13F filing for Q1 2018, filed 15 May 2018.