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

Adams Wealth Management’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 Q4	–	Sell	-70	Closed	-$5K	–	191
2020 Q3	$5K	Buy	+70	New	+$4.84K	﹤0.01%	226
2020 Q1	–	Sell	-30,358	Closed	-$2.59M	–	81
2019 Q4	$2.59M	Buy	+30,358	New	+$2.49M	2.19%	10

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Adams Wealth Management's IJJ Position: Q4 2020 in Review

Adams Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2020, closing a stake of 70 shares — an estimated $5K sold.

Adams Wealth Management first reported a position in IJJ in Q4 2019 and held it in 2 quarters. The position peaked at $2.59M in Q4 2019. 535 funds tracked by Wall St. Rank hold IJJ as of Q4 2020.

Adams Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2020 after selling out during the quarter.
Adams Wealth Management sold 70 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2020, an estimated $5K.
Adams Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and held it in 2 quarters.
Adams Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.59M in Q4 2019.
535 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.