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

Hayden Royal’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	$395K	Sell	3,573 -37	-1%	-$4.03K	0.92%	25
2021 Q3	$372K	Sell	3,610 -96	-3%	-$10.1K	0.61%	39
2021 Q2	$390K	Sell	3,706 -32,173	-90%	-$3.44M	0.21%	102
2021 Q1	$3.66M	Buy	35,879 +31,833	+787%	+$3.04M	2.09%	9
2020 Q4	$349K	Sell	4,046 -64	-2%	-$5.02K	0.19%	126
2020 Q3	$277K	Sell	4,110 -13,944	-77%	-$963K	0.15%	153
2020 Q2	$1.3M	Buy	18,054 +13,332	+282%	+$836K	0.73%	32
2020 Q1	$259K	Buy	4,722 +452	+11%	+$34K	0.15%	165
2019 Q4	$362K	Sell	4,270 -112	-3%	-$9.2K	0.18%	133
2019 Q3	$350K	Buy	+4,382	New	+$345K	0.31%	110
2019 Q1	–	Sell	-3,054	Closed	-$211K	–	160
2018 Q4	$211K	Buy	+3,054	New	+$233K	0.11%	176

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

Hayden Royal's IJJ Position: Q4 2021 in Review

Hayden Royal reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1% in Q4 2021, selling an estimated $4.03K and leaving 3,573 shares worth $395K. The position accounts for 0.92% of the portfolio, ranked #25.

Hayden Royal first reported a position in IJJ in Q4 2018 and has held it in 11 quarters since. The position peaked at $3.66M in Q1 2021. 662 funds tracked by Wall St. Rank hold IJJ as of Q4 2021.

Hayden Royal held 3,573 shares of iShares S&P Mid-Cap 400 Value ETF worth $395K as of Q4 2021.
Hayden Royal sold 37 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2021, an estimated $4.03K.
iShares S&P Mid-Cap 400 Value ETF made up 0.92% of Hayden Royal's portfolio in Q4 2021, its #25 holding.
Hayden Royal first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 11 quarters since.
Hayden Royal's iShares S&P Mid-Cap 400 Value ETF position peaked at $3.66M in Q1 2021.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.