Financial Architects (New Jersey)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-400	Closed	-$27K	–	494
2020 Q2	$27K	Hold	400	–	–	0.01%	497
2020 Q1	$22K	Hold	400	–	–	0.01%	493
2019 Q4	$34K	Hold	400	–	–	0.01%	480
2019 Q3	$32K	Hold	400	–	–	0.01%	509
2019 Q2	$32K	Hold	400	–	–	0.01%	603
2019 Q1	$31K	Hold	400	–	–	0.01%	748
2018 Q4	$28K	Hold	400	–	–	0.01%	710
2018 Q3	$33K	Hold	400	–	–	0.01%	773
2018 Q2	$32K	Hold	400	–	–	0.01%	685
2018 Q1	$31K	Hold	400	–	–	0.01%	757
2017 Q4	$32K	Hold	400	–	–	0.01%	824
2017 Q3	$31K	Hold	400	–	–	0.01%	834
2017 Q2	$30K	Hold	400	–	–	0.01%	843
2017 Q1	$30K	Hold	400	–	–	0.01%	821
2016 Q4	$29K	Hold	400	–	–	0.01%	732
2016 Q3	$27K	Hold	400	–	–	0.01%	759
2016 Q2	$26K	Hold	400	–	–	0.01%	717
2016 Q1	$25K	Buy	+400	New	+$22.7K	0.01%	540
2015 Q3	–	Sell	-400	Closed	-$26K	–	538
2015 Q2	$26K	Hold	400	–	–	0.01%	576
2015 Q1	$26K	Hold	400	–	–	0.01%	524
2014 Q4	$26K	Hold	400	–	–	0.01%	471
2014 Q3	$24K	Hold	400	–	–	0.01%	442
2014 Q2	$25K	Buy	+400	New	+$24.3K	0.01%	455
2013 Q4	–	Sell	-400	Closed	-$22K	–	347
2013 Q3	$22K	Hold	400	–	–	0.01%	372
2013 Q2	$20K	Buy	+400	New	+$20.2K	0.01%	362

Other funds holding IJJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

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

Financial Architects (New Jersey)'s IJJ Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2020, closing a stake of 400 shares — an estimated $27K sold.

Financial Architects (New Jersey) first reported a position in IJJ in Q2 2013 and held it in 25 quarters. The position peaked at $34K in Q4 2019. 462 funds tracked by Wall St. Rank hold IJJ as of Q3 2020.

Financial Architects (New Jersey) reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 400 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2020, an estimated $27K.
Financial Architects (New Jersey) first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and held it in 25 quarters.
Financial Architects (New Jersey)'s iShares S&P Mid-Cap 400 Value ETF position peaked at $34K in Q4 2019.
462 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.