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

IBEX 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
2022 Q1	–	Sell	-12,495	Closed	-$1.38M	–	189
2021 Q4	$1.38M	Sell	12,495 -1,306	-9%	-$142K	0.24%	103
2021 Q3	$1.42M	Sell	13,801 -92	-0.7%	-$9.67K	0.27%	101
2021 Q2	$1.46M	Buy	13,893 +56	+0.4%	+$5.98K	0.29%	98
2021 Q1	$1.41M	Buy	+13,837	New	+$1.32M	0.35%	85
2019 Q3	–	Sell	-668	Closed	-$53K	–	215
2019 Q2	$53K	Buy	+668	New	+$53K	0.02%	217
2017 Q1	–	Sell	-1,850	Closed	-$135K	–	210
2016 Q4	$135K	Buy	+1,850	New	+$128K	0.06%	125

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

IBEX Wealth Advisors's IJJ Position: Q1 2022 in Review

IBEX Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2022, closing a stake of 12,495 shares — an estimated $1.38M sold.

IBEX Wealth Advisors first reported a position in IJJ in Q4 2016 and held it in 6 quarters. The position peaked at $1.46M in Q2 2021. 682 funds tracked by Wall St. Rank hold IJJ as of Q1 2022.

IBEX Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2022 after selling out during the quarter.
IBEX Wealth Advisors sold 12,495 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2022, an estimated $1.38M.
IBEX Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2016 and held it in 6 quarters.
IBEX Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.46M in Q2 2021.
682 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2022.

Based on IBEX Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.