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

Crewe 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
2023 Q2	–	Sell	-380	Closed	-$39.1K	–	944
2023 Q1	$39.1K	Hold	380	–	–	0.01%	338
2022 Q4	$38.3K	Hold	380	–	–	0.01%	332
2022 Q3	$34K	Hold	380	–	–	0.01%	365
2022 Q2	$36K	Hold	380	–	–	0.01%	334
2022 Q1	$42K	Hold	380	–	–	0.01%	236
2021 Q4	$42K	Hold	380	–	–	0.01%	204
2021 Q3	$39K	Hold	380	–	–	0.01%	167
2021 Q2	$40K	Hold	380	–	–	0.01%	170
2021 Q1	$39K	Hold	380	–	–	0.01%	163
2020 Q4	$33K	Hold	380	–	–	0.01%	167
2020 Q3	$26K	Buy	+380	New	+$26.3K	0.01%	169

Other funds holding IJJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Crewe Advisors's IJJ Position: Q2 2023 in Review

Crewe Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2023, closing a stake of 380 shares — an estimated $39.1K sold.

Crewe Advisors first reported a position in IJJ in Q3 2020 and held it in 11 quarters. The position peaked at $42K in Q1 2022. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

Crewe Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2023 after selling out during the quarter.
Crewe Advisors sold 380 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $39.1K.
Crewe Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2020 and held it in 11 quarters.
Crewe Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $42K in Q1 2022.
679 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.