American Economic Planning Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

American Economic Planning Group’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
2019 Q3	$262K	Hold	3,284	–	–	0.07%	72
2019 Q2	$262K	Hold	3,284	–	–	0.08%	76
2019 Q1	$258K	Hold	3,284	–	–	0.08%	72
2018 Q4	$227K	Buy	+3,284	New	+$251K	0.07%	72

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

American Economic Planning Group's IJJ Position: Q3 2019 in Review

American Economic Planning Group held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2019 at 3,284 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #72.

American Economic Planning Group first reported a position in IJJ in Q4 2018 and has held it in 4 quarters since. 468 funds tracked by Wall St. Rank hold IJJ as of Q3 2019.

American Economic Planning Group held 3,284 shares of iShares S&P Mid-Cap 400 Value ETF worth $262K as of Q3 2019.
American Economic Planning Group left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2019.
iShares S&P Mid-Cap 400 Value ETF made up 0.07% of American Economic Planning Group's portfolio in Q3 2019, its #72 holding.
American Economic Planning Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 4 quarters since.
468 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.