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

Surevest’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
2019
Q1 		– Sell
-3,852
Closed -$266K – 132
2018
Q4 		$266K Buy
+3,852
New +$294K 0.21% 107

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Surevest's IJJ Position: Q1 2019 in Review

Surevest sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2019, closing a stake of 3,852 shares — an estimated $266K sold.

Surevest first reported a position in IJJ in Q4 2018 and held it in 1 quarter. The position peaked at $266K in Q4 2018. 469 funds tracked by Wall St. Rank hold IJJ as of Q1 2019.

  • Surevest reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2019 after selling out during the quarter.
  • Surevest sold 3,852 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2019, an estimated $266K.
  • Surevest first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and held it in 1 quarter.
  • Surevest's iShares S&P Mid-Cap 400 Value ETF position peaked at $266K in Q4 2018.
  • 469 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2019.

Based on Surevest's 13F filing for Q1 2019, filed 9 Apr 2019.