EFSCE
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Enterprise Financial Services Corp (EFSC)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
Q3 		– Sell
-608
Closed -$64K – 770
2021
Q2 		$64K Sell
608
-703
-54% -$75.1K 0.01% 342
2021
Q1 		$134K Hold
1,311
– – 0.02% 262
2020
Q4 		$113K Sell
1,311
-25
-2% -$1.96K 0.02% 262
2020
Q3 		$90K Hold
1,336
– – 0.02% 298
2020
Q2 		$89K Sell
1,336
-6
-0.4% -$376 0.02% 292
2020
Q1 		$74K Sell
1,342
-10
-0.7% -$752 0.02% 299
2019
Q4 		$115K Sell
1,352
-64
-5% -$5.26K 0.03% 275
2019
Q3 		$114K Hold
1,416
– – 0.03% 263
2019
Q2 		$112K Sell
1,416
-530
-27% -$42K 0.02% 285
2019
Q1 		$153K Sell
1,946
-80
-4% -$6.19K 0.03% 252
2018
Q4 		$140K Sell
2,026
-666
-25% -$50.9K 0.09% 147
2018
Q3 		$225K Sell
2,692
-8
-0.3% -$668 0.12% 126
2018
Q2 		$219K Sell
2,700
-18
-0.7% -$1.44K 0.11% 130
2018
Q1 		$210K Hold
2,718
– – 0.11% 140
2017
Q4 		$218K Hold
2,718
– – 0.11% 134
2017
Q3 		$207K Hold
2,718
– – 0.1% 138
2017
Q2 		$202K Hold
2,718
– – 0.1% 141
2017
Q1 		$202K Hold
2,718
– – 0.1% 143
2016
Q4 		$197K Hold
2,718
– – 0.1% 143
2016
Q3 		$181K Hold
2,718
– – 0.1% 140
2016
Q2 		$174K Buy
2,718
+16
+0.6% +$1.01K 0.1% 138
2016
Q1 		$167K Buy
2,702
+480
+22% +$27.2K 0.1% 138
2015
Q4 		$130K Buy
2,222
+86
+4% +$5.21K 0.08% 148
2015
Q3 		$123K Hold
2,136
– – 0.08% 149
2015
Q2 		$138K Hold
2,136
– – 0.08% 140
2015
Q1 		$140K Hold
2,136
– – 0.08% 145
2014
Q4 		$137K Hold
2,136
– – 0.08% 149
2014
Q3 		$128K Hold
2,136
– – 0.08% 149
2014
Q2 		$136K Hold
2,136
– – 0.08% 147
2014
Q1 		$129K Hold
2,136
– – 0.08% 148
2013
Q4 		$124K Buy
2,136
+1,672
+360% +$94.1K 0.07% 148
2013
Q3 		$25K Sell
464
-186
-29% -$9.92K 0.02% 339
2013
Q2 		$33K Buy
+650
New +$32.9K 0.02% 249

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
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
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

Enterprise Financial Services Corp (EFSC)'s IJJ Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2021, closing a stake of 608 shares — an estimated $64K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in IJJ in Q2 2013 and held it in 33 quarters. The position peaked at $225K in Q3 2018. 610 funds tracked by Wall St. Rank hold IJJ as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 608 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2021, an estimated $64K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and held it in 33 quarters.
  • Enterprise Financial Services Corp (EFSC)'s iShares S&P Mid-Cap 400 Value ETF position peaked at $225K in Q3 2018.
  • 610 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.