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

FourThought Financial’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 Q3	$45K	Hold	498	–	–	0.01%	642
2022 Q2	$47K	Hold	498	–	–	0.01%	630
2022 Q1	$55K	Hold	498	–	–	0.01%	631
2021 Q4	$55K	Hold	498	–	–	0.01%	633
2021 Q3	$51K	Hold	498	–	–	0.01%	690
2021 Q2	$52K	Hold	498	–	–	0.01%	691
2021 Q1	$50K	Hold	498	–	–	0.01%	688
2020 Q4	$42K	Buy	+498	New	+$39.1K	0.01%	702

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

FourThought Financial's IJJ Position: Q3 2022 in Review

FourThought Financial held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2022 at 498 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #642.

FourThought Financial first reported a position in IJJ in Q4 2020 and has held it in 8 quarters since. The position peaked at $55K in Q1 2022. 625 funds tracked by Wall St. Rank hold IJJ as of Q3 2022.

FourThought Financial held 498 shares of iShares S&P Mid-Cap 400 Value ETF worth $45K as of Q3 2022.
FourThought Financial left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2022.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #642 holding.
FourThought Financial first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares S&P Mid-Cap 400 Value ETF position peaked at $55K in Q1 2022.
625 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.