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

HYA 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
2022 Q2	$619K	Sell	6,557 -79	-1%	-$8.06K	0.24%	62
2022 Q1	$728K	Sell	6,636 -123	-2%	-$13.3K	0.25%	62
2021 Q4	$748K	Sell	6,759 -677	-9%	-$73.7K	0.27%	58
2021 Q3	$782K	Sell	7,436 -839	-10%	-$88.2K	0.32%	52
2021 Q2	$872K	Buy	8,275 +583	+8%	+$62.3K	0.37%	45
2021 Q1	$784K	Buy	7,692 +375	+5%	+$35.8K	0.37%	46
2020 Q4	$631K	Buy	7,317 +839	+13%	+$65.8K	0.33%	53
2020 Q3	$437K	Sell	6,478 -242	-4%	-$16.7K	0.26%	65
2020 Q2	$447K	Sell	6,720 -236	-3%	-$14.8K	0.29%	61
2020 Q1	$382K	Buy	6,956 +1,038	+18%	+$78K	0.31%	60
2019 Q4	$505K	Buy	+5,918	New	+$486K	0.32%	60

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

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

HYA Advisors's IJJ Position: Q2 2022 in Review

HYA Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.2% in Q2 2022, selling an estimated $8.06K and leaving 6,557 shares worth $619K. The position accounts for 0.24% of the portfolio, ranked #62.

HYA Advisors first reported a position in IJJ in Q4 2019 and has held it in 11 quarters since. The position peaked at $872K in Q2 2021. 646 funds tracked by Wall St. Rank hold IJJ as of Q2 2022.

HYA Advisors held 6,557 shares of iShares S&P Mid-Cap 400 Value ETF worth $619K as of Q2 2022.
HYA Advisors sold 79 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $8.06K.
iShares S&P Mid-Cap 400 Value ETF made up 0.24% of HYA Advisors's portfolio in Q2 2022, its #62 holding.
HYA Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 11 quarters since.
HYA Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $872K in Q2 2021.
646 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.