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

FSA 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
2020 Q3	–	Sell	-1,016	Closed	-$68K	–	192
2020 Q2	$68K	Hold	1,016	–	–	0.05%	100
2020 Q1	$56K	Hold	1,016	–	–	0.05%	101
2019 Q4	$87K	Buy	+1,016	New	+$83.5K	0.06%	99

Other funds holding IJJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

FSA Wealth Management's IJJ Position: Q3 2020 in Review

FSA Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2020, closing a stake of 1,016 shares — an estimated $68K sold.

FSA Wealth Management first reported a position in IJJ in Q4 2019 and held it in 3 quarters. The position peaked at $87K in Q4 2019. 462 funds tracked by Wall St. Rank hold IJJ as of Q3 2020.

FSA Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2020 after selling out during the quarter.
FSA Wealth Management sold 1,016 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2020, an estimated $68K.
FSA Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and held it in 3 quarters.
FSA Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $87K in Q4 2019.
462 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2020.

Based on FSA Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.