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

Smith & Howard 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
2017 Q4	–	Sell	-2,800	Closed	-$214K	–	45
2017 Q3	$214K	Hold	2,800	–	–	0.1%	39
2017 Q2	$208K	Hold	2,800	–	–	0.1%	57
2017 Q1	$208K	Hold	2,800	–	–	0.1%	51
2016 Q4	$203K	Buy	+2,800	New	+$194K	0.11%	43
2014 Q1	–	Sell	-800	Closed	-$46K	–	118
2013 Q4	$46K	Hold	800	–	–	0.03%	110
2013 Q3	$43K	Buy	+800	New	+$42.7K	0.03%	117

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Smith & Howard Wealth Management's IJJ Position: Q4 2017 in Review

Smith & Howard Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2017, closing a stake of 2,800 shares — an estimated $214K sold.

Smith & Howard Wealth Management first reported a position in IJJ in Q3 2013 and held it in 6 quarters. The position peaked at $214K in Q3 2017. 421 funds tracked by Wall St. Rank hold IJJ as of Q4 2017.

Smith & Howard Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2017 after selling out during the quarter.
Smith & Howard Wealth Management sold 2,800 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2017, an estimated $214K.
Smith & Howard Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2013 and held it in 6 quarters.
Smith & Howard Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $214K in Q3 2017.
421 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2017.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.