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

V Wealth 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
2017 Q1	–	Sell	-4,150	Closed	-$301K	–	190
2016 Q4	$301K	Sell	4,150 -52	-1%	-$3.6K	0.22%	128
2016 Q3	$279K	Buy	4,202 +36	+0.9%	+$2.38K	0.23%	127
2016 Q2	$267K	Sell	4,166 -16	-0.4%	-$1.01K	0.22%	126
2016 Q1	$259K	Buy	+4,182	New	+$237K	0.21%	113

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

V Wealth Advisors's IJJ Position: Q1 2017 in Review

V Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2017, closing a stake of 4,150 shares — an estimated $301K sold.

V Wealth Advisors first reported a position in IJJ in Q1 2016 and held it in 4 quarters. The position peaked at $301K in Q4 2016. 391 funds tracked by Wall St. Rank hold IJJ as of Q1 2017.

V Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2017 after selling out during the quarter.
V Wealth Advisors sold 4,150 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2017, an estimated $301K.
V Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2016 and held it in 4 quarters.
V Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $301K in Q4 2016.
391 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2017.

Based on V Wealth Advisors's 13F filing for Q1 2017, filed 21 Apr 2017.