Beacon Pointe Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Beacon Pointe Wealth 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
2019 Q4	$291K	Sell	3,402 -986	-22%	-$81K	0.05%	221
2019 Q3	$352K	Buy	4,388 +1,740	+66%	+$137K	0.07%	190
2019 Q2	$211K	Sell	2,648 -92	-3%	-$7.3K	0.04%	248
2019 Q1	$215K	Buy	+2,740	New	+$212K	0.05%	240

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Beacon Pointe Wealth Advisors's IJJ Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 22% in Q4 2019, selling an estimated $81K and leaving 3,402 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #221.

Beacon Pointe Wealth Advisors first reported a position in IJJ in Q1 2019 and has held it in 4 quarters since. The position peaked at $352K in Q3 2019. 542 funds tracked by Wall St. Rank hold IJJ as of Q4 2019.

Beacon Pointe Wealth Advisors held 3,402 shares of iShares S&P Mid-Cap 400 Value ETF worth $291K as of Q4 2019.
Beacon Pointe Wealth Advisors sold 986 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2019, an estimated $81K.
iShares S&P Mid-Cap 400 Value ETF made up 0.05% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #221 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2019 and has held it in 4 quarters since.
Beacon Pointe Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $352K in Q3 2019.
542 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.