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Polaris Wealth Advisory Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Polaris Wealth Advisory 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
2014
Q2 		– Sell
-100
Closed -$6K – 106
2014
Q1 		$6K Hold
100
– – ﹤0.01% 144
2013
Q4 		$6K Hold
100
– – ﹤0.01% 165
2013
Q3 		$5.4K Hold
100
– – ﹤0.01% 127
2013
Q2 		$5.06K Buy
+100
New +$5.06K ﹤0.01% 133

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Polaris Wealth Advisory Group's IJJ Position: Q2 2014 in Review

Polaris Wealth Advisory Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2014, closing a stake of 100 shares — an estimated $6K sold.

Polaris Wealth Advisory Group first reported a position in IJJ in Q2 2013 and held it in 4 quarters. The position peaked at $6K in Q1 2014. 253 funds tracked by Wall St. Rank hold IJJ as of Q2 2014.

  • Polaris Wealth Advisory Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 100 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2014, an estimated $6K.
  • Polaris Wealth Advisory Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and held it in 4 quarters.
  • Polaris Wealth Advisory Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $6K in Q1 2014.
  • 253 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2014, filed 5 Aug 2014.