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

Fiduciary Planning’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
Q2 		– Sell
-584
Closed -$60K – 155
2021
Q1 		$60K Buy
584
+2
+0.3% +$191 0.09% 70
2020
Q4 		$50K Buy
582
+2
+0.3% +$157 0.07% 80
2020
Q3 		$39K Buy
+580
New +$40.1K 0.06% 70

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Fiduciary Planning's IJJ Position: Q2 2021 in Review

Fiduciary Planning sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2021, closing a stake of 584 shares — an estimated $60K sold.

Fiduciary Planning first reported a position in IJJ in Q3 2020 and held it in 3 quarters. The position peaked at $60K in Q1 2021. 607 funds tracked by Wall St. Rank hold IJJ as of Q2 2021.

  • Fiduciary Planning reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 584 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2021, an estimated $60K.
  • Fiduciary Planning first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's iShares S&P Mid-Cap 400 Value ETF position peaked at $60K in Q1 2021.
  • 607 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.