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Woodard & Company Asset Management Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Woodard & Company Asset Management Group’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 		– Sell
-44
Closed -$4K – 114
2018
Q3 		$4K Buy
+44
New +$3.67K ﹤0.01% 215

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Woodard & Company Asset Management Group's IJJ Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2018, closing a stake of 44 shares — an estimated $4K sold.

Woodard & Company Asset Management Group first reported a position in IJJ in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 445 funds tracked by Wall St. Rank hold IJJ as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 44 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2018, an estimated $4K.
  • Woodard & Company Asset Management Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2018 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $4K 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 Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.