Summit X LLC’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Summit X LLC’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	-25,620	Closed	-$2.05M	–	191
2017 Q4	$2.05M	Sell	25,620 -830	-3%	-$64.8K	1.3%	17
2017 Q3	$2.02M	Sell	26,450 -460	-2%	-$34.1K	1.34%	20
2017 Q2	$1.99M	Buy	+26,910	New	+$1.99M	1.42%	17

Other funds holding IJJ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

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

Summit X LLC's IJJ Position: Q1 2018 in Review

Summit X LLC sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2018, closing a stake of 25,620 shares — an estimated $2.05M sold.

Summit X LLC first reported a position in IJJ in Q2 2017 and held it in 3 quarters. The position peaked at $2.05M in Q4 2017. 420 funds tracked by Wall St. Rank hold IJJ as of Q1 2018.

Summit X LLC reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2018 after selling out during the quarter.
Summit X LLC sold 25,620 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2018, an estimated $2.05M.
Summit X LLC first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2017 and held it in 3 quarters.
Summit X LLC's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.05M in Q4 2017.
420 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2018.

Based on Summit X LLC's 13F filing for Q1 2018, filed 23 May 2018.