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

Beam 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
2020
Q1 		– Sell
-8,024
Closed -$685K – 159
2019
Q4 		$685K Buy
+8,024
New +$659K 0.64% 44

Other funds holding IJJ

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beam Wealth Advisors's IJJ Position: Q1 2020 in Review

Beam Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2020, closing a stake of 8,024 shares — an estimated $685K sold.

Beam Wealth Advisors first reported a position in IJJ in Q4 2019 and held it in 1 quarter. The position peaked at $685K in Q4 2019. 467 funds tracked by Wall St. Rank hold IJJ as of Q1 2020.

  • Beam Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 8,024 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2020, an estimated $685K.
  • Beam Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and held it in 1 quarter.
  • Beam Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $685K in Q4 2019.
  • 467 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2020.

Based on Beam Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.