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

Bartlett & Co’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
Q3 		– Sell
-148
Closed -$16K – 991
2021
Q2 		$16K Hold
148
– – ﹤0.01% 647
2021
Q1 		$15K Hold
148
– – ﹤0.01% 692
2020
Q4 		$13K Buy
+148
New +$11.6K ﹤0.01% 705

Other funds holding IJJ

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bartlett & Co's IJJ Position: Q3 2021 in Review

Bartlett & Co sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2021, closing a stake of 148 shares — an estimated $16K sold.

Bartlett & Co first reported a position in IJJ in Q4 2020 and held it in 3 quarters. The position peaked at $16K in Q2 2021. 610 funds tracked by Wall St. Rank hold IJJ as of Q3 2021.

  • Bartlett & Co reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co sold 148 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2021, an estimated $16K.
  • Bartlett & Co first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 3 quarters.
  • Bartlett & Co's iShares S&P Mid-Cap 400 Value ETF position peaked at $16K in Q2 2021.
  • 610 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2021.

Based on Bartlett & Co's 13F filing for Q3 2021, filed 15 Oct 2021.