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

Fisher Asset 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
2022 Q1	–	Sell	-2,913	Closed	-$322K	–	977
2021 Q4	$322K	Buy	+2,913	New	+$317K	﹤0.01%	837
2021 Q2	–	Sell	-2,269	Closed	-$231K	–	949
2021 Q1	$231K	Buy	+2,269	New	+$217K	﹤0.01%	841

Other funds holding IJJ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management's IJJ Position: Q1 2022 in Review

Fisher Asset Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2022, closing a stake of 2,913 shares — an estimated $322K sold.

Fisher Asset Management first reported a position in IJJ in Q1 2021 and held it in 2 quarters. The position peaked at $322K in Q4 2021. 681 funds tracked by Wall St. Rank hold IJJ as of Q1 2022.

Fisher Asset Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2022 after selling out during the quarter.
Fisher Asset Management sold 2,913 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2022, an estimated $322K.
Fisher Asset Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2021 and held it in 2 quarters.
Fisher Asset Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $322K in Q4 2021.
681 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2022.

Based on Fisher Asset Management's 13F filing for Q1 2022, filed 5 May 2022.