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Institutional & Family Asset Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Institutional & Family Asset Management’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
Q1 		– Sell
-276
Closed -$24K – 962
2020
Q4 		$24K Sell
276
-2,952
-91% -$232K 0.01% 414
2020
Q3 		$218K Buy
+3,228
New +$223K 0.05% 158

Other funds holding IJJ

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Institutional & Family Asset Management's IJJ Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2021, closing a stake of 276 shares — an estimated $24K sold.

Institutional & Family Asset Management first reported a position in IJJ in Q3 2020 and held it in 2 quarters. The position peaked at $218K in Q3 2020. 587 funds tracked by Wall St. Rank hold IJJ as of Q1 2021.

  • Institutional & Family Asset Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 276 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2021, an estimated $24K.
  • Institutional & Family Asset Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2020 and held it in 2 quarters.
  • Institutional & Family Asset Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $218K in Q3 2020.
  • 587 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.