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

Sequoia Wealth 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
2018 Q4	–	Sell	-30,684	Closed	-$2.57M	–	67
2018 Q3	$2.57M	Buy	+30,684	New	+$2.56M	2.2%	14

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

Sequoia Wealth Management's IJJ Position: Q4 2018 in Review

Sequoia Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2018, closing a stake of 30,684 shares — an estimated $2.57M sold.

Sequoia Wealth Management first reported a position in IJJ in Q3 2018 and held it in 1 quarter. The position peaked at $2.57M in Q3 2018. 445 funds tracked by Wall St. Rank hold IJJ as of Q4 2018.

Sequoia Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2018 after selling out during the quarter.
Sequoia Wealth Management sold 30,684 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2018, an estimated $2.57M.
Sequoia Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2018 and held it in 1 quarter.
Sequoia Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.57M in Q3 2018.
445 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2018.

Based on Sequoia Wealth Management's 13F filing for Q4 2018, filed 22 Jan 2019.