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

Glassman Wealth Services’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 Q2	–	Sell	-1,632	Closed	-$90K	–	1372
2020 Q1	$90K	Hold	1,632	–	–	0.03%	172
2019 Q4	$139K	Hold	1,632	–	–	0.05%	151
2019 Q3	$130K	Hold	1,632	–	–	0.05%	144
2019 Q2	$130K	Hold	1,632	–	–	0.05%	143
2019 Q1	$128K	Hold	1,632	–	–	0.06%	140
2018 Q4	$113K	Hold	1,632	–	–	0.06%	130
2018 Q3	$137K	Hold	1,632	–	–	0.06%	130
2018 Q2	$132K	Hold	1,632	–	–	0.07%	120
2018 Q1	$126K	Hold	1,632	–	–	0.08%	106
2017 Q4	$131K	Sell	1,632 -650	-28%	-$50.7K	0.08%	95
2017 Q3	$174K	Hold	2,282	–	–	0.11%	82
2017 Q2	$169K	Hold	2,282	–	–	0.11%	87
2017 Q1	$169K	Hold	2,282	–	–	0.12%	87
2016 Q4	$166K	Sell	2,282 -188	-8%	-$13K	0.12%	103
2016 Q3	$164K	Buy	+2,470	New	+$163K	0.14%	79

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Glassman Wealth Services's IJJ Position: Q2 2020 in Review

Glassman Wealth Services sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2020, closing a stake of 1,632 shares — an estimated $90K sold.

Glassman Wealth Services first reported a position in IJJ in Q3 2016 and held it in 15 quarters. The position peaked at $174K in Q3 2017. 452 funds tracked by Wall St. Rank hold IJJ as of Q2 2020.

Glassman Wealth Services reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2020 after selling out during the quarter.
Glassman Wealth Services sold 1,632 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2020, an estimated $90K.
Glassman Wealth Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2016 and held it in 15 quarters.
Glassman Wealth Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $174K in Q3 2017.
452 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2020.

Based on Glassman Wealth Services's 13F filing for Q2 2020, filed 6 Aug 2020.