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

Acima Private Wealth’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
2020 Q1	–	Sell	-7,030	Closed	-$600K	–	276
2019 Q4	$600K	Hold	7,030	–	–	0.41%	64
2019 Q3	$562K	Hold	7,030	–	–	0.43%	58
2019 Q2	$561K	Sell	7,030 -450	-6%	-$35.7K	0.44%	60
2019 Q1	$587K	Buy	7,480 +3,502	+88%	+$271K	0.5%	55
2018 Q4	$275K	Buy	+3,978	New	+$304K	0.27%	89

Other funds holding IJJ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Acima Private Wealth's IJJ Position: Q1 2020 in Review

Acima Private Wealth sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2020, closing a stake of 7,030 shares — an estimated $600K sold.

Acima Private Wealth first reported a position in IJJ in Q4 2018 and held it in 5 quarters. The position peaked at $600K in Q4 2019. 466 funds tracked by Wall St. Rank hold IJJ as of Q1 2020.

Acima Private Wealth reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2020 after selling out during the quarter.
Acima Private Wealth sold 7,030 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2020, an estimated $600K.
Acima Private Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and held it in 5 quarters.
Acima Private Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $600K in Q4 2019.
466 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2020.

Based on Acima Private Wealth's 13F filing for Q1 2020, filed 1 May 2020.