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Reilly Financial Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Reilly Financial Advisors’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
Q3 		– Sell
-6
Closed – – 1341
2015
Q2 		$0 Buy
+6
New +$396 ﹤0.01% 1388

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Reilly Financial Advisors's IJJ Position: Q3 2015 in Review

Reilly Financial Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2015, closing a stake of 6 shares.

Reilly Financial Advisors first reported a position in IJJ in Q2 2015 and held it in 1 quarter. The position peaked at $0 in Q2 2015. 273 funds tracked by Wall St. Rank hold IJJ as of Q3 2015.

  • Reilly Financial Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 6 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2015.
  • Reilly Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2015 and held it in 1 quarter.
  • Reilly Financial Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $0 in Q2 2015.
  • 273 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2015.

Based on Reilly Financial Advisors's 13F filing for Q3 2015, filed 21 Oct 2015.