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

American Portfolios Advisors’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 Q3	$2.7M	Sell	29,955 -7,925	-21%	-$789K	0.11%	189
2022 Q2	$3.58M	Buy	37,880 +15,510	+69%	+$1.58M	0.15%	142
2022 Q1	$2.45M	Sell	22,370 -47,785	-68%	-$5.16M	0.08%	249
2021 Q4	$7.76M	Buy	70,155 +13,298	+23%	+$1.45M	0.26%	68
2021 Q3	$5.86M	Buy	56,857 +686	+1%	+$72.1K	0.22%	84
2021 Q2	$5.92M	Sell	56,171 -1,954	-3%	-$209K	0.23%	83
2021 Q1	$5.92M	Buy	58,125 +49,624	+584%	+$4.74M	0.26%	77
2020 Q4	$734K	Sell	8,501 -8,111	-49%	-$636K	0.04%	440
2020 Q3	$1.12M	Buy	16,612 +8,566	+106%	+$592K	0.06%	267
2020 Q2	$535K	Buy	8,046 +584	+8%	+$36.6K	0.03%	422
2020 Q1	$409K	Buy	7,462 +46	+0.6%	+$3.46K	0.03%	421
2019 Q4	$633K	Buy	7,416 +26	+0.4%	+$2.14K	0.05%	364
2019 Q3	$591K	Sell	7,390 -862	-10%	-$67.8K	0.05%	355
2019 Q2	$658K	Sell	8,252 -3,866	-32%	-$307K	0.06%	320
2019 Q1	$951K	Buy	12,118 +6,510	+116%	+$504K	0.09%	221
2018 Q4	$388K	Sell	5,608 -1,124	-17%	-$85.9K	0.05%	341
2018 Q3	$563K	Buy	6,732 +750	+13%	+$62.6K	0.06%	285
2018 Q2	$485K	Buy	5,982 +388	+7%	+$31K	0.07%	291
2018 Q1	$432K	Sell	5,594 -42	-0.7%	-$3.33K	0.06%	296
2017 Q4	$451K	Buy	+5,636	New	+$440K	0.07%	278

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

American Portfolios Advisors's IJJ Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 21% in Q3 2022, selling an estimated $789K and leaving 29,955 shares worth $2.7M. The position accounts for 0.11% of the portfolio, ranked #189.

American Portfolios Advisors first reported a position in IJJ in Q4 2017 and has held it in 20 quarters since. The position peaked at $7.76M in Q4 2021. 625 funds tracked by Wall St. Rank hold IJJ as of Q3 2022.

American Portfolios Advisors held 29,955 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.7M as of Q3 2022.
American Portfolios Advisors sold 7,925 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2022, an estimated $789K.
iShares S&P Mid-Cap 400 Value ETF made up 0.11% of American Portfolios Advisors's portfolio in Q3 2022, its #189 holding.
American Portfolios Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $7.76M in Q4 2021.
625 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.