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

Raab & Moskowitz 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
2015 Q1	–	Sell	-472	Closed	-$30K	–	240
2014 Q4	$30K	Buy	+472	New	+$29.3K	0.02%	240

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Raab & Moskowitz Asset Management's IJJ Position: Q1 2015 in Review

Raab & Moskowitz Asset Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2015, closing a stake of 472 shares — an estimated $30K sold.

Raab & Moskowitz Asset Management first reported a position in IJJ in Q4 2014 and held it in 1 quarter. The position peaked at $30K in Q4 2014. 289 funds tracked by Wall St. Rank hold IJJ as of Q1 2015.

Raab & Moskowitz Asset Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2015 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 472 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2015, an estimated $30K.
Raab & Moskowitz Asset Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2014 and held it in 1 quarter.
Raab & Moskowitz Asset Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $30K in Q4 2014.
289 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2015.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2015, filed 12 May 2015.