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

Financial Insights’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
-710
Closed -$748K – 146
2021
Q2 		$748K Buy
+710
New +$75.8K 0.06% 128

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

Financial Insights's IJJ Position: Q3 2021 in Review

Financial Insights sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2021, closing a stake of 710 shares — an estimated $748K sold.

Financial Insights first reported a position in IJJ in Q2 2021 and held it in 1 quarter. The position peaked at $748K in Q2 2021. 610 funds tracked by Wall St. Rank hold IJJ as of Q3 2021.

  • Financial Insights reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2021 after selling out during the quarter.
  • Financial Insights sold 710 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2021, an estimated $748K.
  • Financial Insights first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2021 and held it in 1 quarter.
  • Financial Insights's iShares S&P Mid-Cap 400 Value ETF position peaked at $748K 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 Financial Insights's 13F filing for Q3 2021, filed 12 Nov 2021.