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

WealthTrust-Arizona’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
2018 Q4	$56K	Buy	806 +4	+0.5%	+$306	0.03%	139
2018 Q3	$67K	Buy	+802	New	+$67K	0.03%	130
2015 Q3	–	Sell	-400	Closed	-$26K	–	607
2015 Q2	$26K	Hold	400	–	–	0.02%	236
2015 Q1	$26K	Hold	400	–	–	0.02%	235
2014 Q4	$26K	Hold	400	–	–	0.02%	231
2014 Q3	$24K	Buy	+400	New	+$25K	0.03%	249

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

RJA

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

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

WealthTrust-Arizona's IJJ Position: Q4 2018 in Review

WealthTrust-Arizona increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.5% in Q4 2018, buying an estimated $306 and bringing the position to 806 shares worth $56K. The position accounts for 0.03% of the portfolio, ranked #139.

WealthTrust-Arizona first reported a position in IJJ in Q3 2014 and has held it in 6 quarters since. The position peaked at $67K in Q3 2018. 445 funds tracked by Wall St. Rank hold IJJ as of Q4 2018.

WealthTrust-Arizona held 806 shares of iShares S&P Mid-Cap 400 Value ETF worth $56K as of Q4 2018.
WealthTrust-Arizona bought 4 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2018, an estimated $306.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of WealthTrust-Arizona's portfolio in Q4 2018, its #139 holding.
WealthTrust-Arizona first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2014 and has held it in 6 quarters since.
WealthTrust-Arizona's iShares S&P Mid-Cap 400 Value ETF position peaked at $67K in Q3 2018.
445 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.