Risk Paradigm Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Risk Paradigm Group’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 Q4	$13.8K	Hold	200	–	–	0.03%	82
2018 Q3	$16.7K	Hold	200	–	–	0.03%	83
2018 Q2	$16.2K	Sell	200 -3,264	-94%	-$261K	0.03%	87
2018 Q1	$268K	Sell	3,464 -2,532	-42%	-$201K	0.34%	76
2017 Q4	$480K	Sell	5,996 -244	-4%	-$19K	0.51%	55
2017 Q3	$477K	Sell	6,240 -676	-10%	-$50.1K	0.58%	51
2017 Q2	$514K	Hold	6,916	–	–	0.6%	47
2017 Q1	$513K	Buy	6,916 +522	+8%	+$38.7K	0.59%	53
2016 Q4	$464K	Sell	6,394 -3,364	-34%	-$233K	0.51%	67
2016 Q3	$649K	Buy	9,758 +330	+4%	+$21.8K	0.49%	53
2016 Q2	$604K	Sell	9,428 -13,680	-59%	-$861K	0.82%	53
2016 Q1	$1.43M	Buy	23,108 +5,276	+30%	+$299K	1.82%	25
2015 Q4	$1.04M	Buy	+17,832	New	+$1.08M	1.24%	31
2015 Q3	–	Sell	-37,870	Closed	-$2.44M	–	473
2015 Q2	$2.44M	Sell	37,870 -316	-0.8%	-$20.9K	2.33%	16
2015 Q1	$2.5M	Buy	+38,186	New	+$2.46M	2.44%	15

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Risk Paradigm Group's IJJ Position: Q4 2018 in Review

Risk Paradigm Group held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q4 2018 at 200 shares worth $13.8K. The position accounts for 0.03% of the portfolio, ranked #82.

Risk Paradigm Group first reported a position in IJJ in Q1 2015 and has held it in 15 quarters since. The position peaked at $2.5M in Q1 2015. 445 funds tracked by Wall St. Rank hold IJJ as of Q4 2018.

Risk Paradigm Group held 200 shares of iShares S&P Mid-Cap 400 Value ETF worth $13.8K as of Q4 2018.
Risk Paradigm Group left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q4 2018.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Risk Paradigm Group's portfolio in Q4 2018, its #82 holding.
Risk Paradigm Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2015 and has held it in 15 quarters since.
Risk Paradigm Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.5M in Q1 2015.
445 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2018.

Based on Risk Paradigm Group's 13F filing for Q4 2018, filed 14 Feb 2019.