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

Element Wealth’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	-200	Closed	-$22K	–	207
2021 Q4	$22K	Hold	200	–	–	0.02%	156
2021 Q3	$21K	Hold	200	–	–	0.02%	147
2021 Q2	$21K	Hold	200	–	–	0.02%	140
2021 Q1	$20K	Hold	200	–	–	0.02%	139
2020 Q4	$17K	Hold	200	–	–	0.02%	128
2020 Q3	$13K	Hold	200	–	–	0.01%	116
2020 Q2	$13K	Buy	+200	New	+$12.5K	0.01%	109

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

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

Element Wealth's IJJ Position: Q1 2022 in Review

Element Wealth sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2022, closing a stake of 200 shares — an estimated $22K sold.

Element Wealth first reported a position in IJJ in Q2 2020 and held it in 7 quarters. The position peaked at $22K in Q4 2021. 682 funds tracked by Wall St. Rank hold IJJ as of Q1 2022.

Element Wealth reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2022 after selling out during the quarter.
Element Wealth sold 200 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2022, an estimated $22K.
Element Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2020 and held it in 7 quarters.
Element Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $22K 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 Element Wealth's 13F filing for Q1 2022, filed 28 Apr 2022.