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

Diversified Trust’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 		– Sell
-3,017
Closed -$311K – 869
2021
Q3 		$311K Buy
+3,017
New +$317K 0.01% 582

Other funds holding IJJ

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Diversified Trust's IJJ Position: Q4 2021 in Review

Diversified Trust sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2021, closing a stake of 3,017 shares — an estimated $311K sold.

Diversified Trust first reported a position in IJJ in Q3 2021 and held it in 1 quarter. The position peaked at $311K in Q3 2021. 662 funds tracked by Wall St. Rank hold IJJ as of Q4 2021.

  • Diversified Trust reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2021 after selling out during the quarter.
  • Diversified Trust sold 3,017 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2021, an estimated $311K.
  • Diversified Trust first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2021 and held it in 1 quarter.
  • Diversified Trust's iShares S&P Mid-Cap 400 Value ETF position peaked at $311K in Q3 2021.
  • 662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2021.

Based on Diversified Trust's 13F filing for Q4 2021, filed 13 Jan 2022.