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Bridge Advisory’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bridge Advisory’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
Q1 		– Sell
-6,090
Closed -$526K – 80
2020
Q4 		$526K Buy
+6,090
New +$478K 0.25% 50

Other funds holding IJJ

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Bridge Advisory's IJJ Position: Q1 2021 in Review

Bridge Advisory sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2021, closing a stake of 6,090 shares — an estimated $526K sold.

Bridge Advisory first reported a position in IJJ in Q4 2020 and held it in 1 quarter. The position peaked at $526K in Q4 2020. 587 funds tracked by Wall St. Rank hold IJJ as of Q1 2021.

  • Bridge Advisory reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2021 after selling out during the quarter.
  • Bridge Advisory sold 6,090 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2021, an estimated $526K.
  • Bridge Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 1 quarter.
  • Bridge Advisory's iShares S&P Mid-Cap 400 Value ETF position peaked at $526K in Q4 2020.
  • 587 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2021.

Based on Bridge Advisory's 13F filing for Q1 2021, filed 6 May 2021.