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

Aevitas 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
2022 Q1	–	Sell	-3,918	Closed	-$434K	–	120
2021 Q4	$434K	Hold	3,918	–	–	0.26%	89
2021 Q3	$404K	Sell	3,918 -2,000	-34%	-$210K	0.26%	93
2021 Q2	$623K	Buy	+5,918	New	+$632K	0.4%	65
2019 Q2	–	Sell	-118	Closed	-$9K	–	199
2019 Q1	$9K	Hold	118	–	–	0.01%	309
2018 Q4	$8K	Hold	118	–	–	0.01%	314
2018 Q3	$10K	Hold	118	–	–	0.01%	341
2018 Q2	$10K	Hold	118	–	–	0.01%	324
2018 Q1	$9K	Hold	118	–	–	0.01%	328
2017 Q4	$9K	Buy	+118	New	+$9.21K	0.01%	323

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aevitas Wealth Management's IJJ Position: Q1 2022 in Review

Aevitas Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2022, closing a stake of 3,918 shares — an estimated $434K sold.

Aevitas Wealth Management first reported a position in IJJ in Q4 2017 and held it in 9 quarters. The position peaked at $623K in Q2 2021. 682 funds tracked by Wall St. Rank hold IJJ as of Q1 2022.

Aevitas Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2022 after selling out during the quarter.
Aevitas Wealth Management sold 3,918 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2022, an estimated $434K.
Aevitas Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and held it in 9 quarters.
Aevitas Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $623K in Q2 2021.
682 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2022.

Based on Aevitas Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.