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Squar Milner Financial Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Squar Milner Financial Services’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
Q3 		– Sell
-464
Closed -$38K – 809
2018
Q2 		$38K Buy
+464
New +$37.1K 0.03% 376

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Squar Milner Financial Services's IJJ Position: Q3 2018 in Review

Squar Milner Financial Services sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2018, closing a stake of 464 shares — an estimated $38K sold.

Squar Milner Financial Services first reported a position in IJJ in Q2 2018 and held it in 1 quarter. The position peaked at $38K in Q2 2018. 428 funds tracked by Wall St. Rank hold IJJ as of Q3 2018.

  • Squar Milner Financial Services reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 464 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2018, an estimated $38K.
  • Squar Milner Financial Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $38K in Q2 2018.
  • 428 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.