FundX Investment Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

FundX Investment Group’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
2021 Q4	$45.1M	Sell	407,912 -1,913	-0.5%	-$208K	10.98%	3
2021 Q3	$42.2M	Sell	409,825 -30,702	-7%	-$3.23M	19.95%	2
2021 Q2	$2.32K	Buy	440,527 +433,931	+6,579%	+$46.3M	0.24%	20
2021 Q1	$672K	Buy	+6,596	New	+$630K	0.38%	27
2017 Q2	–	Sell	-617,520	Closed	-$45.8M	–	46
2017 Q1	$45.8M	Buy	617,520 +224,902	+57%	+$16.7M	19.27%	1
2016 Q4	$28.5M	Buy	392,618 +2,680	+0.7%	+$185K	9.98%	3
2016 Q3	$25.9M	Buy	389,938 +193,292	+98%	+$12.8M	6.63%	4
2016 Q2	$12.6M	Buy	+196,646	New	+$12.4M	3.15%	13
2014 Q1	–	Sell	-10,290	Closed	-$598K	–	20
2013 Q4	$598K	Sell	10,290 -1,176,728	-99%	-$66.2M	0.27%	18
2013 Q3	$64.1M	Buy	1,187,018 +80,610	+7%	+$4.3M	25.38%	1
2013 Q2	$56M	Buy	+1,106,408	New	+$56M	23.92%	1

Other funds holding IJJ

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

FundX Investment Group's IJJ Position: Q4 2021 in Review

FundX Investment Group reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.47% in Q4 2021, selling an estimated $208K and leaving 407,912 shares worth $45.1M. The position accounts for 10.98% of the portfolio, ranked #3.

FundX Investment Group first reported a position in IJJ in Q2 2013 and has held it in 11 quarters since. The position peaked at $64.1M in Q3 2013. 662 funds tracked by Wall St. Rank hold IJJ as of Q4 2021.

FundX Investment Group held 407,912 shares of iShares S&P Mid-Cap 400 Value ETF worth $45.1M as of Q4 2021.
FundX Investment Group sold 1,913 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2021, an estimated $208K.
iShares S&P Mid-Cap 400 Value ETF made up 10.98% of FundX Investment Group's portfolio in Q4 2021, its #3 holding.
FundX Investment Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 11 quarters since.
FundX Investment Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $64.1M in Q3 2013.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.