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

Strategic 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
2018 Q1	–	Sell	-13,420	Closed	-$1.07M	–	25
2017 Q4	$1.07M	Hold	13,420	–	–	1.08%	18
2017 Q3	$1.02M	Sell	13,420 -1,758	-12%	-$130K	1.42%	15
2017 Q2	$1.13M	Buy	15,178 +320	+2%	+$23.6K	1.91%	15
2017 Q1	$1.1M	Sell	14,858 -22,196	-60%	-$1.65M	1.5%	16
2016 Q4	$2.69M	Buy	+37,054	New	+$2.56M	2.76%	18

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 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

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

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Strategic Wealth Management's IJJ Position: Q1 2018 in Review

Strategic Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2018, closing a stake of 13,420 shares — an estimated $1.07M sold.

Strategic Wealth Management first reported a position in IJJ in Q4 2016 and held it in 5 quarters. The position peaked at $2.69M in Q4 2016. 420 funds tracked by Wall St. Rank hold IJJ as of Q1 2018.

Strategic Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2018 after selling out during the quarter.
Strategic Wealth Management sold 13,420 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2018, an estimated $1.07M.
Strategic Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2016 and held it in 5 quarters.
Strategic Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.69M in Q4 2016.
420 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2018.

Based on Strategic Wealth Management's 13F filing for Q1 2018, filed 5 Apr 2018.