Asset Planning Services (Pennsylvania)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Asset Planning Services (Pennsylvania)’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
2021 Q4	$373K	Buy	3,366 +4	+0.1%	+$435	0.17%	60
2021 Q3	$346K	Buy	3,362 +3	+0.1%	+$315	0.17%	61
2021 Q2	$354K	Sell	3,359 -856	-20%	-$91.4K	0.17%	61
2021 Q1	$430K	Buy	4,215 +5	+0.1%	+$477	0.2%	56
2020 Q4	$363K	Buy	4,210 +6	+0.1%	+$471	0.17%	58
2020 Q3	$283K	Buy	4,204 +10	+0.2%	+$691	0.12%	66
2020 Q2	$279K	Buy	4,194 +6	+0.1%	+$376	0.12%	67
2020 Q1	$230K	Sell	4,188 -246	-6%	-$18.5K	0.11%	67
2019 Q4	$373K	Sell	4,434 -168	-4%	-$13.8K	0.15%	63
2019 Q3	$368K	Sell	4,602 -40	-0.9%	-$3.15K	0.16%	61
2019 Q2	$370K	Hold	4,642	–	–	0.16%	60
2019 Q1	$364K	Buy	4,642 +6	+0.1%	+$465	0.17%	58
2018 Q4	$321K	Buy	4,636 +10	+0.2%	+$764	0.16%	57
2018 Q3	$370K	Buy	4,626 +14	+0.3%	+$1.17K	0.18%	54
2018 Q2	$374K	Hold	4,612	–	–	0.18%	53
2018 Q1	$356K	Buy	4,612 +8	+0.2%	+$634	0.18%	53
2017 Q4	$369K	Sell	4,604 -68	-1%	-$5.31K	0.19%	53
2017 Q3	$357K	Buy	4,672 +20	+0.4%	+$1.48K	0.2%	52
2017 Q2	$346K	Sell	4,652 -134	-3%	-$9.9K	0.22%	50
2017 Q1	$355K	Buy	4,786 +646	+16%	+$47.9K	0.24%	51
2016 Q4	$301K	Buy	4,140 +14	+0.3%	+$968	0.24%	52
2016 Q3	$274K	Buy	4,126 +16	+0.4%	+$1.06K	0.23%	51
2016 Q2	$263K	Buy	4,110 +12	+0.3%	+$755	0.23%	52
2016 Q1	$254K	Buy	4,098 +12	+0.3%	+$680	0.23%	53
2015 Q4	$239K	Buy	4,086 +30	+0.7%	+$1.82K	0.23%	50
2015 Q3	$234K	Hold	4,056	–	–	0.24%	51
2015 Q2	$262K	Buy	+4,056	New	+$268K	0.25%	46

Other funds holding IJJ

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Asset Planning Services (Pennsylvania)'s IJJ Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.12% in Q4 2021, buying an estimated $435 and bringing the position to 3,366 shares worth $373K. The position accounts for 0.17% of the portfolio, ranked #60.

Asset Planning Services (Pennsylvania) first reported a position in IJJ in Q2 2015 and has held it in 27 quarters since. The position peaked at $430K in Q1 2021. 662 funds tracked by Wall St. Rank hold IJJ as of Q4 2021.

Asset Planning Services (Pennsylvania) held 3,366 shares of iShares S&P Mid-Cap 400 Value ETF worth $373K as of Q4 2021.
Asset Planning Services (Pennsylvania) bought 4 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2021, an estimated $435.
iShares S&P Mid-Cap 400 Value ETF made up 0.17% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #60 holding.
Asset Planning Services (Pennsylvania) first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2015 and has held it in 27 quarters since.
Asset Planning Services (Pennsylvania)'s iShares S&P Mid-Cap 400 Value ETF position peaked at $430K in Q1 2021.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.