Sharkey, Howes & Javer’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Sharkey, Howes & Javer’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 Q1	–	Sell	-60	Closed	-$4K	–	211
2018 Q4	$4K	Hold	60	–	–	﹤0.01%	174
2018 Q3	$5K	Hold	60	–	–	﹤0.01%	187
2018 Q2	$5K	Hold	60	–	–	﹤0.01%	174
2018 Q1	$4K	Hold	60	–	–	﹤0.01%	170
2017 Q4	$5K	Hold	60	–	–	﹤0.01%	169
2017 Q3	$5K	Hold	60	–	–	﹤0.01%	165
2017 Q2	$4K	Hold	60	–	–	﹤0.01%	173
2017 Q1	$4K	Hold	60	–	–	﹤0.01%	187
2016 Q4	$4K	Buy	+60	New	+$4.15K	﹤0.01%	185

Other funds holding IJJ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Sharkey, Howes & Javer's IJJ Position: Q1 2019 in Review

Sharkey, Howes & Javer sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2019, closing a stake of 60 shares — an estimated $4K sold.

Sharkey, Howes & Javer first reported a position in IJJ in Q4 2016 and held it in 9 quarters. The position peaked at $5K in Q3 2018. 469 funds tracked by Wall St. Rank hold IJJ as of Q1 2019.

Sharkey, Howes & Javer reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 60 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2019, an estimated $4K.
Sharkey, Howes & Javer first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2016 and held it in 9 quarters.
Sharkey, Howes & Javer's iShares S&P Mid-Cap 400 Value ETF position peaked at $5K in Q3 2018.
469 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2019, filed 18 Apr 2019.