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

WFG 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
Q2 		$89K Buy
1,194
+132
+12% +$9.75K 0.02% 554
2017
Q1 		$79K Sell
1,062
-264
-20% -$19.6K 0.02% 547
2016
Q4 		$96K Sell
1,326
-86
-6% -$5.95K 0.02% 532
2016
Q3 		$94K Buy
1,412
+274
+24% +$18.1K 0.02% 536
2016
Q2 		$73K Buy
1,138
+352
+45% +$22.1K 0.02% 585
2016
Q1 		$49K Buy
786
+42
+6% +$2.38K 0.01% 668
2015
Q4 		$44K Sell
744
-104
-12% -$6.3K 0.01% 698
2015
Q3 		$49K Sell
848
-42
-5% -$2.57K 0.02% 644
2015
Q2 		$57K Buy
890
+56
+7% +$3.7K 0.02% 690
2015
Q1 		$55K Sell
834
-634
-43% -$40.8K 0.02% 700
2014
Q4 		$94K Buy
1,468
+294
+25% +$18.2K 0.02% 660
2014
Q3 		$71K Buy
1,174
+42
+4% +$2.62K 0.01% 792
2014
Q2 		$72K Buy
1,132
+62
+6% +$3.77K 0.01% 774
2014
Q1 		$64K Sell
1,070
-230
-18% -$13.5K 0.01% 801
2013
Q4 		$76K Sell
1,300
-176
-12% -$9.91K 0.01% 850
2013
Q3 		$80K Buy
1,476
+204
+16% +$10.9K 0.01% 771
2013
Q2 		$64K Buy
+1,272
New +$64.3K 0.01% 799

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WFG Advisors's IJJ Position: Q2 2017 in Review

WFG Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 12% in Q2 2017, buying an estimated $9.75K and bringing the position to 1,194 shares worth $89K. The position accounts for 0.02% of the portfolio, ranked #554.

WFG Advisors first reported a position in IJJ in Q2 2013 and has held it in 17 quarters since. The position peaked at $96K in Q4 2016. 374 funds tracked by Wall St. Rank hold IJJ as of Q2 2017.

  • WFG Advisors held 1,194 shares of iShares S&P Mid-Cap 400 Value ETF worth $89K as of Q2 2017.
  • WFG Advisors bought 132 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2017, an estimated $9.75K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #554 holding.
  • WFG Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $96K in Q4 2016.
  • 374 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.