Financial Enhancement Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Financial Enhancement Group’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 Q2	–	Sell	-1,330	Closed	-$73K	–	272
2020 Q1	$73K	Hold	1,330	–	–	0.02%	116
2019 Q4	$114K	Sell	1,330 -46	-3%	-$3.78K	0.03%	99
2019 Q3	$110K	Hold	1,376	–	–	0.03%	96
2019 Q2	$110K	Hold	1,376	–	–	0.03%	102
2019 Q1	$108K	Buy	1,376 +1,066	+344%	+$82.5K	0.03%	109
2018 Q4	$26K	Hold	310	–	–	0.01%	150
2018 Q3	$26K	Hold	310	–	–	0.01%	150
2018 Q2	$25K	Hold	310	–	–	0.01%	142
2018 Q1	$24K	Buy	+310	New	+$24.6K	0.01%	145

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Financial Enhancement Group's IJJ Position: Q2 2020 in Review

Financial Enhancement Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2020, closing a stake of 1,330 shares — an estimated $73K sold.

Financial Enhancement Group first reported a position in IJJ in Q1 2018 and held it in 9 quarters. The position peaked at $114K in Q4 2019. 452 funds tracked by Wall St. Rank hold IJJ as of Q2 2020.

Financial Enhancement Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2020 after selling out during the quarter.
Financial Enhancement Group sold 1,330 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2020, an estimated $73K.
Financial Enhancement Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2018 and held it in 9 quarters.
Financial Enhancement Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $114K in Q4 2019.
452 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2020.

Based on Financial Enhancement Group's 13F filing for Q2 2020, filed 14 Aug 2020.