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

Harborview 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
2021 Q3	$864K	Sell	8,386 -15	-0.2%	-$1.58K	0.48%	42
2021 Q2	$885K	Sell	8,401 -79	-0.9%	-$8.44K	0.5%	41
2021 Q1	$864K	Sell	8,480 -290	-3%	-$27.7K	0.52%	40
2020 Q4	$757K	Sell	8,770 -424	-5%	-$33.3K	0.51%	47
2020 Q3	$620K	Sell	9,194 -1,066	-10%	-$73.6K	0.47%	54
2020 Q2	$682K	Buy	10,260 +594	+6%	+$37.3K	0.56%	44
2020 Q1	$530K	Buy	9,666 +162	+2%	+$12.2K	0.53%	43
2019 Q4	$811K	Sell	9,504 -68	-0.7%	-$5.59K	0.62%	27
2019 Q3	$765K	Sell	9,572 -4	-0%	-$315	0.62%	31
2019 Q2	$764K	Sell	9,576 -26	-0.3%	-$2.06K	0.62%	33
2019 Q1	$754K	Sell	9,602 -896	-9%	-$69.4K	0.65%	33
2018 Q4	$726K	Buy	10,498 +150	+1%	+$11.5K	0.85%	24
2018 Q3	$866K	Sell	10,348 -120	-1%	-$10K	0.88%	23
2018 Q2	$848K	Sell	10,468 -122	-1%	-$9.76K	0.78%	25
2018 Q1	$818K	Buy	10,590 +92	+0.9%	+$7.3K	0.78%	25
2017 Q4	$840K	Buy	+10,498	New	+$819K	0.8%	24

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

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

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

Harborview Advisors's IJJ Position: Q3 2021 in Review

Harborview Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.18% in Q3 2021, selling an estimated $1.58K and leaving 8,386 shares worth $864K. The position accounts for 0.48% of the portfolio, ranked #42.

Harborview Advisors first reported a position in IJJ in Q4 2017 and has held it in 16 quarters since. The position peaked at $885K in Q2 2021. 610 funds tracked by Wall St. Rank hold IJJ as of Q3 2021.

Harborview Advisors held 8,386 shares of iShares S&P Mid-Cap 400 Value ETF worth $864K as of Q3 2021.
Harborview Advisors sold 15 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2021, an estimated $1.58K.
iShares S&P Mid-Cap 400 Value ETF made up 0.48% of Harborview Advisors's portfolio in Q3 2021, its #42 holding.
Harborview Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and has held it in 16 quarters since.
Harborview Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $885K in Q2 2021.
610 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.