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

RGT Wealth 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
2017 Q2	–	Sell	-5,904	Closed	-$438K	–	99
2017 Q1	$438K	Hold	5,904	–	–	0.3%	43
2016 Q4	$429K	Sell	5,904 -168	-3%	-$11.6K	0.24%	51
2016 Q3	$403K	Buy	+6,072	New	+$401K	0.25%	57

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

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RGT Wealth Advisors's IJJ Position: Q2 2017 in Review

RGT Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2017, closing a stake of 5,904 shares — an estimated $438K sold.

RGT Wealth Advisors first reported a position in IJJ in Q3 2016 and held it in 3 quarters. The position peaked at $438K in Q1 2017. 374 funds tracked by Wall St. Rank hold IJJ as of Q2 2017.

RGT Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2017 after selling out during the quarter.
RGT Wealth Advisors sold 5,904 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2017, an estimated $438K.
RGT Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2016 and held it in 3 quarters.
RGT Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $438K in Q1 2017.
374 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2017.

Based on RGT Wealth Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.