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

Clear Perspective 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 Q4	$202K	Buy	+1,826	New	+$199K	0.06%	177
2018 Q3	–	Sell	-842	Closed	-$68K	–	273
2018 Q2	$68K	Hold	842	–	–	0.05%	225
2018 Q1	$65K	Hold	842	–	–	0.05%	222
2017 Q4	$67K	Hold	842	–	–	0.05%	216
2017 Q3	$64K	Buy	+842	New	+$62.4K	0.05%	214

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Clear Perspective Advisors's IJJ Position: Q4 2021 in Review

Clear Perspective Advisors opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2021: 1,826 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #177 among its holdings. This is a return to the name: Clear Perspective Advisors previously reported a position in IJJ as recently as Q2 2018.

Clear Perspective Advisors first reported a position in IJJ in Q3 2017 and has held it in 5 quarters since. 662 funds tracked by Wall St. Rank hold IJJ as of Q4 2021.

Clear Perspective Advisors held 1,826 shares of iShares S&P Mid-Cap 400 Value ETF worth $202K as of Q4 2021.
iShares S&P Mid-Cap 400 Value ETF was a new Clear Perspective Advisors position in Q4 2021.
iShares S&P Mid-Cap 400 Value ETF made up 0.06% of Clear Perspective Advisors's portfolio in Q4 2021, its #177 holding.
Clear Perspective Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2017 and has held it in 5 quarters since.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.