First Interstate Bank’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

First Interstate Bank’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 Q1	–	Sell	-3,174	Closed	-$271K	–	319
2019 Q4	$271K	Buy	3,174 +868	+38%	+$71.3K	0.06%	153
2019 Q3	$184K	Hold	2,306	–	–	0.04%	186
2019 Q2	$184K	Buy	2,306 +846	+58%	+$67.1K	0.04%	187
2019 Q1	$115K	Hold	1,460	–	–	0.03%	254
2018 Q4	$101K	Hold	1,460	–	–	0.03%	262
2018 Q3	$122K	Hold	1,460	–	–	0.03%	249
2018 Q2	$118K	Hold	1,460	–	–	0.03%	248
2018 Q1	$113K	Hold	1,460	–	–	0.03%	261
2017 Q4	$117K	Hold	1,460	–	–	0.02%	257
2017 Q3	$111K	Hold	1,460	–	–	0.02%	264
2017 Q2	$108K	Hold	1,460	–	–	0.02%	259
2017 Q1	$108K	Sell	1,460 -300	-17%	-$22.3K	0.02%	265
2016 Q4	$128K	Hold	1,760	–	–	0.03%	234
2016 Q3	$117K	Hold	1,760	–	–	0.02%	254
2016 Q2	$113K	Hold	1,760	–	–	0.02%	247
2016 Q1	$109K	Hold	1,760	–	–	0.02%	249
2015 Q4	$103K	Buy	1,760 +1,460	+487%	+$88.4K	0.02%	274
2015 Q3	$17K	Buy	+300	New	+$18.4K	﹤0.01%	521

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Interstate Bank's IJJ Position: Q1 2020 in Review

First Interstate Bank sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2020, closing a stake of 3,174 shares — an estimated $271K sold.

First Interstate Bank first reported a position in IJJ in Q3 2015 and held it in 18 quarters. The position peaked at $271K in Q4 2019. 467 funds tracked by Wall St. Rank hold IJJ as of Q1 2020.

First Interstate Bank reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2020 after selling out during the quarter.
First Interstate Bank sold 3,174 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2020, an estimated $271K.
First Interstate Bank first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2015 and held it in 18 quarters.
First Interstate Bank's iShares S&P Mid-Cap 400 Value ETF position peaked at $271K in Q4 2019.
467 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2020.

Based on First Interstate Bank's 13F filing for Q1 2020, filed 11 May 2020.