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

Berman Capital 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
2021 Q2	–	Sell	-580	Closed	-$59K	–	1963
2021 Q1	$59K	Sell	580 -94	-14%	-$8.97K	0.01%	425
2020 Q4	$58K	Buy	674 +4	+0.6%	+$314	0.01%	366
2020 Q3	$45K	Buy	670 +4	+0.6%	+$276	0.01%	367
2020 Q2	$44K	Sell	666 -1,540	-70%	-$96.6K	0.01%	351
2020 Q1	$121K	Buy	2,206 +6	+0.3%	+$451	0.04%	171
2019 Q4	$187K	Buy	2,200 +4	+0.2%	+$329	0.05%	145
2019 Q3	$175K	Buy	2,196 +4	+0.2%	+$315	0.05%	144
2019 Q2	$174K	Buy	2,192 +1,488	+211%	+$118K	0.06%	143
2019 Q1	$55K	Buy	704 +4	+0.6%	+$310	0.02%	264
2018 Q4	$48K	Buy	+700	New	+$53.5K	0.02%	256

Other funds holding IJJ

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Berman Capital Advisors's IJJ Position: Q2 2021 in Review

Berman Capital Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2021, closing a stake of 580 shares — an estimated $59K sold.

Berman Capital Advisors first reported a position in IJJ in Q4 2018 and held it in 10 quarters. The position peaked at $187K in Q4 2019. 607 funds tracked by Wall St. Rank hold IJJ as of Q2 2021.

Berman Capital Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2021 after selling out during the quarter.
Berman Capital Advisors sold 580 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2021, an estimated $59K.
Berman Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and held it in 10 quarters.
Berman Capital Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $187K in Q4 2019.
607 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2021.

Based on Berman Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.