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Portfolio Strategies (Washington)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Portfolio Strategies (Washington)’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
Q1 		– Sell
-16,950
Closed -$1.23M – 82
2016
Q4 		$1.23M Buy
+16,950
New +$1.17M 1.41% 23
2014
Q3 		– Sell
-102,972
Closed -$6.53M – 48
2014
Q2 		$6.53M Buy
+102,972
New +$6.27M 7.26% 3

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Portfolio Strategies (Washington)'s IJJ Position: Q1 2017 in Review

Portfolio Strategies (Washington) sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2017, closing a stake of 16,950 shares — an estimated $1.23M sold.

Portfolio Strategies (Washington) first reported a position in IJJ in Q2 2014 and held it in 2 quarters. The position peaked at $6.53M in Q2 2014. 391 funds tracked by Wall St. Rank hold IJJ as of Q1 2017.

  • Portfolio Strategies (Washington) reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2017 after selling out during the quarter.
  • Portfolio Strategies (Washington) sold 16,950 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2017, an estimated $1.23M.
  • Portfolio Strategies (Washington) first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2014 and held it in 2 quarters.
  • Portfolio Strategies (Washington)'s iShares S&P Mid-Cap 400 Value ETF position peaked at $6.53M in Q2 2014.
  • 391 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q1 2017, filed 28 Apr 2017.