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

Wealth Architects’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 Q2	–	Sell	-3,102	Closed	-$244K	–	134
2019 Q1	$244K	Buy	3,102 +6	+0.2%	+$465	0.08%	111
2018 Q4	$214K	Buy	3,096 +12	+0.4%	+$917	0.08%	110
2018 Q3	$258K	Buy	3,084 +8	+0.3%	+$668	0.08%	112
2018 Q2	$249K	Buy	3,076 +140	+5%	+$11.2K	0.08%	107
2018 Q1	$227K	Buy	2,936 +114	+4%	+$9.04K	0.08%	111
2017 Q4	$226K	Buy	2,822 +6	+0.2%	+$468	0.07%	118
2017 Q3	$215K	Buy	2,816 +6	+0.2%	+$445	0.07%	116
2017 Q2	$208K	Buy	2,810 +4	+0.1%	+$296	0.08%	110
2017 Q1	$208K	Sell	2,806 -2	-0.1%	-$148	0.08%	112
2016 Q4	$203K	Buy	+2,808	New	+$194K	0.09%	110
2015 Q2	–	Sell	-3,060	Closed	-$200K	–	117
2015 Q1	$200K	Buy	+3,060	New	+$197K	0.12%	95

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Wealth Architects's IJJ Position: Q2 2019 in Review

Wealth Architects sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2019, closing a stake of 3,102 shares — an estimated $244K sold.

Wealth Architects first reported a position in IJJ in Q1 2015 and held it in 11 quarters. The position peaked at $258K in Q3 2018. 466 funds tracked by Wall St. Rank hold IJJ as of Q2 2019.

Wealth Architects reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2019 after selling out during the quarter.
Wealth Architects sold 3,102 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2019, an estimated $244K.
Wealth Architects first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2015 and held it in 11 quarters.
Wealth Architects's iShares S&P Mid-Cap 400 Value ETF position peaked at $258K in Q3 2018.
466 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2019.

Based on Wealth Architects's 13F filing for Q2 2019, filed 12 Jul 2019.