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

Firestone Capital 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 Q4	–	Sell	-270	Closed	-$28K	–	260
2021 Q3	$28K	Hold	270	–	–	0.01%	273
2021 Q2	$28K	Hold	270	–	–	0.01%	265
2021 Q1	$28K	Hold	270	–	–	0.01%	272
2020 Q4	$23K	Hold	270	–	–	0.01%	291
2020 Q3	$18K	Hold	270	–	–	0.01%	268
2020 Q2	$18K	Hold	270	–	–	0.01%	270
2020 Q1	$15K	Hold	270	–	–	0.01%	274
2019 Q4	$23K	Buy	+270	New	+$22.2K	0.01%	282

Other funds holding IJJ

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Firestone Capital Management's IJJ Position: Q4 2021 in Review

Firestone Capital Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2021, closing a stake of 270 shares — an estimated $28K sold.

Firestone Capital Management first reported a position in IJJ in Q4 2019 and held it in 8 quarters. The position peaked at $28K in Q3 2021. 662 funds tracked by Wall St. Rank hold IJJ as of Q4 2021.

Firestone Capital Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2021 after selling out during the quarter.
Firestone Capital Management sold 270 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2021, an estimated $28K.
Firestone Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and held it in 8 quarters.
Firestone Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $28K in Q3 2021.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.