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

Portfolio Strategies’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
-152
Closed -$12K – 253
2018
Q1 		$12K Hold
152
– – 0.01% 147
2017
Q4 		$12K Buy
+152
New +$11.9K 0.01% 155

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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
EK
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 Strategies's IJJ Position: Q2 2018 in Review

Portfolio Strategies sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2018, closing a stake of 152 shares — an estimated $12K sold.

Portfolio Strategies first reported a position in IJJ in Q4 2017 and held it in 2 quarters. The position peaked at $12K in Q1 2018. 411 funds tracked by Wall St. Rank hold IJJ as of Q2 2018.

  • Portfolio Strategies reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2018 after selling out during the quarter.
  • Portfolio Strategies sold 152 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2018, an estimated $12K.
  • Portfolio Strategies first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and held it in 2 quarters.
  • Portfolio Strategies's iShares S&P Mid-Cap 400 Value ETF position peaked at $12K in Q1 2018.
  • 411 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2018.

Based on Portfolio Strategies's 13F filing for Q2 2018, filed 25 Sep 2018.