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

Capital Planning 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
-2,856
Closed -$244K – 118
2019
Q4 		$244K Buy
2,856
+488
+21% +$40.1K 0.06% 112
2019
Q3 		$189K Buy
+2,368
New +$186K 0.06% 119

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

Capital Planning Advisors's IJJ Position: Q1 2020 in Review

Capital Planning Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2020, closing a stake of 2,856 shares — an estimated $244K sold.

Capital Planning Advisors first reported a position in IJJ in Q3 2019 and held it in 2 quarters. The position peaked at $244K in Q4 2019. 467 funds tracked by Wall St. Rank hold IJJ as of Q1 2020.

  • Capital Planning Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Planning Advisors sold 2,856 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2020, an estimated $244K.
  • Capital Planning Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2019 and held it in 2 quarters.
  • Capital Planning Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $244K 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 Capital Planning Advisors's 13F filing for Q1 2020, filed 11 May 2020.