Portfolio Solutions’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Portfolio Solutions’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 Q2	–	Sell	-316	Closed	-$24K	–	99
2018 Q1	$24K	Hold	316	–	–	﹤0.01%	94
2017 Q4	$25K	Sell	316 -136	-30%	-$10.6K	﹤0.01%	87
2017 Q3	$35K	Hold	452	–	–	﹤0.01%	75
2017 Q2	$34K	Sell	452 -70	-13%	-$5.17K	﹤0.01%	71
2017 Q1	$39K	Buy	+522	New	+$38.7K	0.01%	69

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.76B AUM 18.21% 1-Year Est. Return

RJA

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

Portfolio Solutions's IJJ Position: Q2 2018 in Review

Portfolio Solutions sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2018, closing a stake of 316 shares — an estimated $24K sold.

Portfolio Solutions first reported a position in IJJ in Q1 2017 and held it in 5 quarters. The position peaked at $39K in Q1 2017. 411 funds tracked by Wall St. Rank hold IJJ as of Q2 2018.

Portfolio Solutions reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2018 after selling out during the quarter.
Portfolio Solutions sold 316 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2018, an estimated $24K.
Portfolio Solutions first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2017 and held it in 5 quarters.
Portfolio Solutions's iShares S&P Mid-Cap 400 Value ETF position peaked at $39K in Q1 2017.
411 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2018.

Based on Portfolio Solutions's 13F filing for Q2 2018, filed 13 Jul 2018.