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

Integer Wealth Advisors Group’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	$2.44M	Buy	23,394 +2,175	+10%	+$208K	1.33%	24
2020 Q4	$1.91M	Sell	21,219 -5,739	-21%	-$450K	1.26%	25
2020 Q3	$1.82M	Buy	26,958 +992	+4%	+$68.5K	1.67%	19
2020 Q2	$1.66M	Buy	25,966 +298	+1%	+$18.7K	1.7%	19
2020 Q1	$1.62M	Sell	25,668 -1,212	-5%	-$91.1K	1.84%	19
2019 Q4	$2.25M	Buy	+26,880	New	+$2.21M	2.23%	15

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

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

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

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

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

Integer Wealth Advisors Group's IJJ Position: Q1 2021 in Review

Integer Wealth Advisors Group increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 10% in Q1 2021, buying an estimated $208K and bringing the position to 23,394 shares worth $2.44M. The position accounts for 1.33% of the portfolio, ranked #24.

Integer Wealth Advisors Group first reported a position in IJJ in Q4 2019 and has held it in 6 quarters since. 587 funds tracked by Wall St. Rank hold IJJ as of Q1 2021.

Integer Wealth Advisors Group held 23,394 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.44M as of Q1 2021.
Integer Wealth Advisors Group bought 2,175 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2021, an estimated $208K.
iShares S&P Mid-Cap 400 Value ETF made up 1.33% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #24 holding.
Integer Wealth Advisors Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 6 quarters since.
587 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.