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

Certified Advisory Corp’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 Q2	$115K	Sell	1,724 -3,770	-69%	-$236K	0.04%	219
2020 Q1	$301K	Sell	5,494 -6,498	-54%	-$488K	0.12%	137
2019 Q4	$1.02M	Buy	11,992 +200	+2%	+$16.4K	0.33%	73
2019 Q3	$943K	Sell	11,792 -584	-5%	-$46K	0.33%	74
2019 Q2	$987K	Buy	12,376 +1,208	+11%	+$95.8K	0.37%	68
2019 Q1	$877K	Buy	11,168 +4,458	+66%	+$345K	0.37%	71
2018 Q4	$464K	Buy	6,710 +2,336	+53%	+$179K	0.24%	90
2018 Q3	$366K	Buy	4,374 +2,088	+91%	+$174K	0.17%	107
2018 Q2	$184K	Hold	2,286	–	–	0.1%	147
2018 Q1	$176K	Sell	2,286 -102	-4%	-$8.09K	0.1%	148
2017 Q4	$191K	Buy	+2,388	New	+$186K	0.14%	114

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

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

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

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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Certified Advisory Corp's IJJ Position: Q2 2020 in Review

Certified Advisory Corp reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 69% in Q2 2020, selling an estimated $236K and leaving 1,724 shares worth $115K. The position accounts for 0.04% of the portfolio, ranked #219.

Certified Advisory Corp first reported a position in IJJ in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.02M in Q4 2019. 452 funds tracked by Wall St. Rank hold IJJ as of Q2 2020.

Certified Advisory Corp held 1,724 shares of iShares S&P Mid-Cap 400 Value ETF worth $115K as of Q2 2020.
Certified Advisory Corp sold 3,770 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2020, an estimated $236K.
iShares S&P Mid-Cap 400 Value ETF made up 0.04% of Certified Advisory Corp's portfolio in Q2 2020, its #219 holding.
Certified Advisory Corp first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and has held it in 11 quarters since.
Certified Advisory Corp's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.02M in Q4 2019.
452 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.