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Colton Groome Financial Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Colton Groome Financial 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
2022
Q1 		– Sell
-14,950
Closed -$1.66M – 118
2021
Q4 		$1.66M Hold
14,950
– – 0.67% 39
2021
Q3 		$1.54M Hold
14,950
– – 0.67% 33
2021
Q2 		$1.57M Buy
+14,950
New +$1.6M 0.72% 31

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Colton Groome Financial Advisors's IJJ Position: Q1 2022 in Review

Colton Groome Financial Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2022, closing a stake of 14,950 shares — an estimated $1.66M sold.

Colton Groome Financial Advisors first reported a position in IJJ in Q2 2021 and held it in 3 quarters. The position peaked at $1.66M in Q4 2021. 682 funds tracked by Wall St. Rank hold IJJ as of Q1 2022.

  • Colton Groome Financial Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 14,950 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2022, an estimated $1.66M.
  • Colton Groome Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2021 and held it in 3 quarters.
  • Colton Groome Financial Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.66M in Q4 2021.
  • 682 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2022.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.