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

Guidant Wealth Advisors’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
2019 Q3	$373K	Hold	4,672	–	–	0.14%	82
2019 Q2	$372K	Buy	4,672 +12	+0.3%	+$952	0.14%	81
2019 Q1	$366K	Buy	+4,660	New	+$361K	0.14%	84
2017 Q1	–	Sell	-154	Closed	-$11K	–	216
2016 Q4	$11K	Hold	154	–	–	0.01%	152
2016 Q3	$10K	Buy	+154	New	+$10.2K	0.01%	159

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Guidant Wealth Advisors's IJJ Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2019 at 4,672 shares worth $373K. The position accounts for 0.14% of the portfolio, ranked #82.

Guidant Wealth Advisors first reported a position in IJJ in Q3 2016 and has held it in 5 quarters since. 468 funds tracked by Wall St. Rank hold IJJ as of Q3 2019.

Guidant Wealth Advisors held 4,672 shares of iShares S&P Mid-Cap 400 Value ETF worth $373K as of Q3 2019.
Guidant Wealth Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2019.
iShares S&P Mid-Cap 400 Value ETF made up 0.14% of Guidant Wealth Advisors's portfolio in Q3 2019, its #82 holding.
Guidant Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2016 and has held it in 5 quarters since.
468 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.