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

Wealthfront’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
2015 Q2	–	Sell	-56	Closed	-$4K	–	1338
2015 Q1	$4K	Buy	+56	New	+$3.6K	﹤0.01%	842

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

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

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

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Wealthfront's IJJ Position: Q2 2015 in Review

Wealthfront sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2015, closing a stake of 56 shares — an estimated $4K sold.

Wealthfront first reported a position in IJJ in Q1 2015 and held it in 1 quarter. The position peaked at $4K in Q1 2015. 290 funds tracked by Wall St. Rank hold IJJ as of Q2 2015.

Wealthfront reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2015 after selling out during the quarter.
Wealthfront sold 56 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2015, an estimated $4K.
Wealthfront first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2015 and held it in 1 quarter.
Wealthfront's iShares S&P Mid-Cap 400 Value ETF position peaked at $4K in Q1 2015.
290 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2015.

Based on Wealthfront's 13F filing for Q2 2015, filed 18 Aug 2015.