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

Peak Asset 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
2017 Q4	–	Sell	-9,698	Closed	-$741K	–	136
2017 Q3	$741K	Hold	9,698	–	–	0.27%	70
2017 Q2	$720K	Hold	9,698	–	–	0.27%	69
2017 Q1	$720K	Hold	9,698	–	–	0.27%	69
2016 Q4	$704K	Hold	9,698	–	–	0.28%	71
2016 Q3	$645K	Hold	9,698	–	–	0.27%	74
2016 Q2	$621K	Hold	9,698	–	–	0.27%	71
2016 Q1	$601K	Hold	9,698	–	–	0.29%	65
2015 Q4	$568K	Hold	9,698	–	–	0.28%	63
2015 Q3	$559K	Hold	9,698	–	–	0.3%	58
2015 Q2	$625K	Hold	9,698	–	–	0.33%	57
2015 Q1	$635K	Hold	9,698	–	–	0.31%	57
2014 Q4	$620K	Buy	+9,698	New	+$601K	0.33%	56

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

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

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

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

Peak Asset Management's IJJ Position: Q4 2017 in Review

Peak Asset Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2017, closing a stake of 9,698 shares — an estimated $741K sold.

Peak Asset Management first reported a position in IJJ in Q4 2014 and held it in 12 quarters. The position peaked at $741K in Q3 2017. 421 funds tracked by Wall St. Rank hold IJJ as of Q4 2017.

Peak Asset Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2017 after selling out during the quarter.
Peak Asset Management sold 9,698 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2017, an estimated $741K.
Peak Asset Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2014 and held it in 12 quarters.
Peak Asset Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $741K in Q3 2017.
421 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2017.

Based on Peak Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.