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

Advisors Preferred’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
2024 Q1	–	Sell	-385	Closed	-$43.9K	–	225
2023 Q4	$43.9K	Sell	385 -11	-3%	-$1.13K	0.01%	177
2023 Q3	$39.4K	Buy	396 +14	+4%	+$1.5K	0.01%	159
2023 Q2	$41.1K	Buy	+382	New	+$38.8K	0.01%	121
2017 Q2	–	Sell	-153,770	Closed	-$11.4K	–	235
2017 Q1	$11.4K	Buy	153,770 +5,640	+4%	+$418K	5.98%	5
2016 Q4	$10.8M	Sell	148,130 -68,302	-32%	-$4.72M	5.59%	5
2016 Q3	$13.9M	Buy	216,432 +75,066	+53%	+$4.96M	6.5%	3
2016 Q2	$9.05M	Buy	+141,366	New	+$8.9M	5.26%	6
2014 Q2	–	Sell	-10,666	Closed	-$642K	–	373
2014 Q1	$642K	Buy	+10,666	New	+$625K	0.29%	85

Other funds holding IJJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $374B AUM 17.66% 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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Advisors Preferred's IJJ Position: Q1 2024 in Review

Advisors Preferred sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2024, closing a stake of 385 shares — an estimated $43.9K sold.

Advisors Preferred first reported a position in IJJ in Q1 2014 and held it in 8 quarters. The position peaked at $13.9M in Q3 2016. 729 funds tracked by Wall St. Rank hold IJJ as of Q1 2024.

Advisors Preferred reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2024 after selling out during the quarter.
Advisors Preferred sold 385 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2024, an estimated $43.9K.
Advisors Preferred first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2014 and held it in 8 quarters.
Advisors Preferred's iShares S&P Mid-Cap 400 Value ETF position peaked at $13.9M in Q3 2016.
729 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2024.

Based on Advisors Preferred's 13F filing for Q1 2024, filed 8 May 2024.