Bedel Financial Consulting’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-272	Closed	-$30K	–	506
2022 Q1	$30K	Hold	272	–	–	0.01%	483
2021 Q4	$30K	Hold	272	–	–	0.01%	490
2021 Q3	$28K	Hold	272	–	–	0.01%	488
2021 Q2	$29K	Hold	272	–	–	0.01%	485
2021 Q1	$28K	Hold	272	–	–	0.01%	457
2020 Q4	$23K	Hold	272	–	–	0.01%	432
2020 Q3	$18K	Hold	272	–	–	0.01%	437
2020 Q2	$18K	Sell	272 -96	-26%	-$6.02K	0.01%	415
2020 Q1	$20K	Hold	368	–	–	0.01%	387
2019 Q4	$31K	Hold	368	–	–	0.02%	358
2019 Q3	$29K	Hold	368	–	–	0.02%	355
2019 Q2	$29K	Buy	368 +96	+35%	+$7.62K	0.02%	352
2019 Q1	$21K	Hold	272	–	–	0.01%	383
2018 Q4	$19K	Hold	272	–	–	0.01%	370
2018 Q3	$21K	Hold	272	–	–	0.01%	375
2018 Q2	$22K	Hold	272	–	–	0.02%	366
2018 Q1	$21K	Buy	+272	New	+$21.6K	0.02%	377

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

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bedel Financial Consulting's IJJ Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2022, closing a stake of 272 shares — an estimated $30K sold.

Bedel Financial Consulting first reported a position in IJJ in Q1 2018 and held it in 17 quarters. The position peaked at $31K in Q4 2019. 646 funds tracked by Wall St. Rank hold IJJ as of Q2 2022.

Bedel Financial Consulting reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 272 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $30K.
Bedel Financial Consulting first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's iShares S&P Mid-Cap 400 Value ETF position peaked at $31K in Q4 2019.
646 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.