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

Frontier Wealth 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 Q2	$281K	Sell	2,977 -42	-1%	-$4.28K	0.02%	307
2022 Q1	$320K	Buy	3,019 +2	+0.1%	+$216	﹤0.01%	300
2021 Q4	$334K	Sell	3,017 -75	-2%	-$8.16K	0.02%	312
2021 Q3	$319K	Sell	3,092 -1,075	-26%	-$113K	0.02%	320
2021 Q2	$439K	Sell	4,167 -193	-4%	-$20.6K	0.03%	275
2021 Q1	$444K	Sell	4,360 -64	-1%	-$6.11K	0.03%	257
2020 Q4	$382K	Sell	4,424 -194	-4%	-$15.2K	0.03%	268
2020 Q3	$311K	Sell	4,618 -196	-4%	-$13.5K	0.03%	278
2020 Q2	$320K	Sell	4,814 -434	-8%	-$27.2K	0.03%	268
2020 Q1	$288K	Buy	5,248 +2,140	+69%	+$161K	0.05%	222
2019 Q4	$265K	Sell	3,108 -10,876	-78%	-$894K	0.04%	244
2019 Q3	$1.12M	Sell	13,984 -98	-0.7%	-$7.71K	0.17%	122
2019 Q2	$1.12M	Buy	14,082 +258	+2%	+$20.5K	0.17%	112
2019 Q1	$1.08M	Sell	13,824 -394	-3%	-$30.5K	0.15%	143
2018 Q4	$983K	Buy	14,218 +12	+0.1%	+$917	0.15%	145
2018 Q3	$1.19M	Sell	14,206 -350	-2%	-$29.2K	0.11%	137
2018 Q2	$1.18M	Buy	14,556 +66	+0.5%	+$5.28K	0.17%	131
2018 Q1	$1.12M	Buy	14,490 +318	+2%	+$25.2K	0.16%	142
2017 Q4	$1.14M	Sell	14,172 -896	-6%	-$69.9K	0.18%	127
2017 Q3	$1.15M	Buy	15,068 +274	+2%	+$20.3K	0.17%	144
2017 Q2	$1.1M	Buy	14,794 +498	+3%	+$36.8K	0.17%	144
2017 Q1	$1.06M	Buy	+14,296	New	+$1.06M	0.16%	149

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Frontier Wealth Management's IJJ Position: Q2 2022 in Review

Frontier Wealth Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.4% in Q2 2022, selling an estimated $4.28K and leaving 2,977 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #307.

Frontier Wealth Management first reported a position in IJJ in Q1 2017 and has held it in 22 quarters since. The position peaked at $1.19M in Q3 2018. 646 funds tracked by Wall St. Rank hold IJJ as of Q2 2022.

Frontier Wealth Management held 2,977 shares of iShares S&P Mid-Cap 400 Value ETF worth $281K as of Q2 2022.
Frontier Wealth Management sold 42 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $4.28K.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #307 holding.
Frontier Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2017 and has held it in 22 quarters since.
Frontier Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.19M in Q3 2018.
646 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.