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

Independence 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
2020 Q3	$2K	Hold	28	–	–	﹤0.01%	164
2020 Q2	$2K	Hold	28	–	–	﹤0.01%	158
2020 Q1	$2K	Hold	28	–	–	﹤0.01%	147
2019 Q4	$2K	Buy	+28	New	+$2.3K	﹤0.01%	156

Other funds holding IJJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

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

Independence Advisors's IJJ Position: Q3 2020 in Review

Independence Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2020 at 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Independence Advisors first reported a position in IJJ in Q4 2019 and has held it in 4 quarters since. 462 funds tracked by Wall St. Rank hold IJJ as of Q3 2020.

Independence Advisors held 28 shares of iShares S&P Mid-Cap 400 Value ETF worth $2K as of Q3 2020.
Independence Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2020.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #164 holding.
Independence Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 4 quarters since.
462 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.