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

AdvicePeriod’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
2021 Q2	$465K	Buy	4,412 +19	+0.4%	+$2.03K	0.03%	75
2021 Q1	$448K	Sell	4,393 -384	-8%	-$36.7K	0.03%	73
2020 Q4	$412K	Sell	4,777 -165	-3%	-$12.9K	0.03%	70
2020 Q3	$333K	Sell	4,942 -130	-3%	-$8.98K	0.03%	73
2020 Q2	$337K	Sell	5,072 -4,444	-47%	-$279K	0.04%	68
2020 Q1	$522K	Buy	9,516 +4,408	+86%	+$331K	0.05%	77
2019 Q4	$437K	Sell	5,108 -886	-15%	-$72.8K	0.04%	82
2019 Q3	$480K	Buy	5,994 +2,802	+88%	+$221K	0.04%	74
2019 Q2	$255K	Sell	3,192 -122	-4%	-$9.68K	0.02%	81
2019 Q1	$261K	Buy	3,314 +164	+5%	+$12.7K	0.03%	74
2018 Q4	$219K	Sell	3,150 -1,200	-28%	-$91.7K	0.02%	74
2018 Q3	$365K	Buy	4,350 +1,870	+75%	+$156K	0.04%	75
2018 Q2	$201K	Buy	+2,480	New	+$198K	0.03%	66

Other funds holding IJJ

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

AdvicePeriod's IJJ Position: Q2 2021 in Review

AdvicePeriod increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.43% in Q2 2021, buying an estimated $2.03K and bringing the position to 4,412 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #75.

AdvicePeriod first reported a position in IJJ in Q2 2018 and has held it in 13 quarters since. The position peaked at $522K in Q1 2020. 607 funds tracked by Wall St. Rank hold IJJ as of Q2 2021.

AdvicePeriod held 4,412 shares of iShares S&P Mid-Cap 400 Value ETF worth $465K as of Q2 2021.
AdvicePeriod bought 19 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2021, an estimated $2.03K.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of AdvicePeriod's portfolio in Q2 2021, its #75 holding.
AdvicePeriod first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2018 and has held it in 13 quarters since.
AdvicePeriod's iShares S&P Mid-Cap 400 Value ETF position peaked at $522K in Q1 2020.
607 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.