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

Baystate Wealth Management’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
2020 Q2	–	Sell	-154	Closed	-$8K	–	690
2020 Q1	$8K	Buy	154 +2	+1%	+$150	﹤0.01%	388
2019 Q4	$13K	Buy	+152	New	+$12.5K	﹤0.01%	378
2018 Q4	–	Sell	-146	Closed	-$12K	–	699
2018 Q3	$12K	Buy	+146	New	+$12.2K	﹤0.01%	349
2013 Q3	–	Sell	-68	Closed	-$3K	–	115
2013 Q2	$3K	Buy	+68	New	+$3.44K	﹤0.01%	252

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baystate Wealth Management's IJJ Position: Q2 2020 in Review

Baystate Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2020, closing a stake of 154 shares — an estimated $8K sold.

Baystate Wealth Management first reported a position in IJJ in Q2 2013 and held it in 4 quarters. The position peaked at $13K in Q4 2019. 452 funds tracked by Wall St. Rank hold IJJ as of Q2 2020.

Baystate Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2020 after selling out during the quarter.
Baystate Wealth Management sold 154 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2020, an estimated $8K.
Baystate Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and held it in 4 quarters.
Baystate Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $13K in Q4 2019.
452 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2020.

Based on Baystate Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.