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

Strategic Capital Group’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
2014
Q2 		$26K Sell
412
-5,916
-93% -$360K 0.01% 231
2014
Q1 		$381K Buy
+6,328
New +$371K 0.12% 118
2013
Q4 		– Sell
-13,918
Closed -$752K – 247
2013
Q3 		$752K Sell
13,918
-816
-6% -$43.5K 0.28% 108
2013
Q2 		$746K Buy
+14,734
New +$745K 0.37% 88

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
Bank of America
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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Strategic Capital Group's IJJ Position: Q2 2014 in Review

Strategic Capital Group reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 93% in Q2 2014, selling an estimated $360K and leaving 412 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #231.

Strategic Capital Group first reported a position in IJJ in Q2 2013 and has held it in 4 quarters since. The position peaked at $752K in Q3 2013. 253 funds tracked by Wall St. Rank hold IJJ as of Q2 2014.

  • Strategic Capital Group held 412 shares of iShares S&P Mid-Cap 400 Value ETF worth $26K as of Q2 2014.
  • Strategic Capital Group sold 5,916 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2014, an estimated $360K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Strategic Capital Group's portfolio in Q2 2014, its #231 holding.
  • Strategic Capital Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 4 quarters since.
  • Strategic Capital Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $752K in Q3 2013.
  • 253 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.