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

Alaethes 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
2022 Q2	–	Sell	-610	Closed	-$67K	–	198
2022 Q1	$67K	Hold	610	–	–	0.04%	132
2021 Q4	$68K	Hold	610	–	–	0.04%	125
2021 Q3	$63K	Hold	610	–	–	0.05%	124
2021 Q2	$64K	Buy	+610	New	+$65.2K	0.05%	120

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

Alaethes Wealth's IJJ Position: Q2 2022 in Review

Alaethes Wealth sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2022, closing a stake of 610 shares — an estimated $67K sold.

Alaethes Wealth first reported a position in IJJ in Q2 2021 and held it in 4 quarters. The position peaked at $68K in Q4 2021. 646 funds tracked by Wall St. Rank hold IJJ as of Q2 2022.

Alaethes Wealth reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2022 after selling out during the quarter.
Alaethes Wealth sold 610 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $67K.
Alaethes Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2021 and held it in 4 quarters.
Alaethes Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $68K in Q4 2021.
646 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.