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

1 North Wealth Services’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 Q4	$11K	Buy	+124	New	+$10.2K	0.01%	189

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

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

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

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

1 North Wealth Services's IJJ Position: Q4 2019 in Review

1 North Wealth Services opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2019: 124 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #189 among its holdings.

542 funds tracked by Wall St. Rank hold IJJ as of Q4 2019.

1 North Wealth Services held 124 shares of iShares S&P Mid-Cap 400 Value ETF worth $11K as of Q4 2019.
iShares S&P Mid-Cap 400 Value ETF was a new 1 North Wealth Services position in Q4 2019.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #189 holding.
542 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.