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

US Financial Advisors’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
2016 Q2	–	Sell	-490	Closed	-$30K	–	191
2016 Q1	$30K	Hold	490	–	–	0.05%	123
2015 Q4	$29K	Hold	490	–	–	0.03%	197
2015 Q3	$28K	Hold	490	–	–	0.05%	171
2015 Q2	$32K	Hold	490	–	–	0.03%	142
2015 Q1	$32K	Hold	490	–	–	0.03%	153
2014 Q4	$31K	Buy	+490	New	+$30.4K	0.03%	147

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Financial Advisors's IJJ Position: Q2 2016 in Review

US Financial Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2016, closing a stake of 490 shares — an estimated $30K sold.

US Financial Advisors first reported a position in IJJ in Q4 2014 and held it in 6 quarters. The position peaked at $32K in Q2 2015. 330 funds tracked by Wall St. Rank hold IJJ as of Q2 2016.

US Financial Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 490 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2016, an estimated $30K.
US Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2014 and held it in 6 quarters.
US Financial Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $32K in Q2 2015.
330 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.