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Strategic Capital Alternatives’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		$23K Hold
406
– – ﹤0.01% 238
2015
Q2 		$26K Buy
+406
New +$26.8K 0.01% 354
2014
Q4 		– Sell
-408
Closed -$25K – 209
2014
Q3 		$25K Buy
+408
New +$25.5K 0.01% 303

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Strategic Capital Alternatives's IJJ Position: Q3 2015 in Review

Strategic Capital Alternatives held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2015 at 406 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Strategic Capital Alternatives first reported a position in IJJ in Q3 2014 and has held it in 3 quarters since. The position peaked at $26K in Q2 2015. 273 funds tracked by Wall St. Rank hold IJJ as of Q3 2015.

  • Strategic Capital Alternatives held 406 shares of iShares S&P Mid-Cap 400 Value ETF worth $23K as of Q3 2015.
  • Strategic Capital Alternatives left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2015.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Strategic Capital Alternatives's portfolio in Q3 2015, its #238 holding.
  • Strategic Capital Alternatives first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2014 and has held it in 3 quarters since.
  • Strategic Capital Alternatives's iShares S&P Mid-Cap 400 Value ETF position peaked at $26K in Q2 2015.
  • 273 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.