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

Filbrandt Wealth Management’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	$335K	Hold	3,252	–	–	0.19%	27
2021 Q2	$343K	Hold	3,252	–	–	0.19%	26
2021 Q1	$331K	Hold	3,252	–	–	0.2%	22
2020 Q4	$281K	Hold	3,252	–	–	0.18%	25
2020 Q3	$219K	Sell	3,252 -330	-9%	-$22.8K	0.17%	28
2020 Q2	$238K	Buy	3,582 +330	+10%	+$20.7K	0.19%	32
2020 Q1	$178K	Sell	3,252 -312	-9%	-$23.5K	0.2%	26
2019 Q4	$304K	Buy	+3,564	New	+$293K	0.27%	17

Other funds holding IJJ

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Filbrandt Wealth Management's IJJ Position: Q3 2021 in Review

Filbrandt Wealth Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2021 at 3,252 shares worth $335K. The position accounts for 0.19% of the portfolio, ranked #27.

Filbrandt Wealth Management first reported a position in IJJ in Q4 2019 and has held it in 8 quarters since. The position peaked at $343K in Q2 2021. 610 funds tracked by Wall St. Rank hold IJJ as of Q3 2021.

Filbrandt Wealth Management held 3,252 shares of iShares S&P Mid-Cap 400 Value ETF worth $335K as of Q3 2021.
Filbrandt Wealth Management left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2021.
iShares S&P Mid-Cap 400 Value ETF made up 0.19% of Filbrandt Wealth Management's portfolio in Q3 2021, its #27 holding.
Filbrandt Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 8 quarters since.
Filbrandt Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $343K in Q2 2021.
610 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.