RPG Investment Advisory’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

RPG Investment Advisory’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
2019 Q2	–	Sell	-42	Closed	-$3K	–	277
2019 Q1	$3K	Hold	42	–	–	﹤0.01%	247
2018 Q4	$3K	Hold	42	–	–	﹤0.01%	245
2018 Q3	$4K	Hold	42	–	–	﹤0.01%	256
2018 Q2	$3K	Hold	42	–	–	﹤0.01%	275
2018 Q1	$3K	Hold	42	–	–	﹤0.01%	357
2017 Q4	$3K	Buy	+42	New	+$3.28K	﹤0.01%	396

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

RPG Investment Advisory's IJJ Position: Q2 2019 in Review

RPG Investment Advisory sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2019, closing a stake of 42 shares — an estimated $3K sold.

RPG Investment Advisory first reported a position in IJJ in Q4 2017 and held it in 6 quarters. The position peaked at $4K in Q3 2018. 466 funds tracked by Wall St. Rank hold IJJ as of Q2 2019.

RPG Investment Advisory reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2019 after selling out during the quarter.
RPG Investment Advisory sold 42 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2019, an estimated $3K.
RPG Investment Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and held it in 6 quarters.
RPG Investment Advisory's iShares S&P Mid-Cap 400 Value ETF position peaked at $4K in Q3 2018.
466 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2019.

Based on RPG Investment Advisory's 13F filing for Q2 2019, filed 10 Jul 2019.