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IFA
Interactive Financial Advisors’s
iShares S&P Mid-Cap 400 Value ETF
IJJ
Stock Holding History
Interactive Financial Advisors’s Portfolio
IJJ Stock Details
IJJ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-18
Closed
-$2K
–
169
2022
Q2
$2K
Sell
18
-45
-71%
-$4.59K
﹤0.01%
154
2022
Q1
$3K
Buy
63
+45
+250%
+$4.86K
﹤0.01%
161
2021
Q4
$2K
Buy
+18
New
+$1.96K
﹤0.01%
162
2021
Q3
–
Sell
-62,546
Closed
-$6.59M
–
170
2021
Q2
$6.59M
Buy
+62,546
New
+$6.68M
2.68%
10
2017
Q2
–
Sell
-105,004
Closed
-$7.79M
–
104
2017
Q1
$7.79M
Buy
+105,004
New
+$7.79M
3.79%
10
2016
Q4
–
Sell
-89,770
Closed
-$5.97M
–
113
2016
Q3
$5.97M
Buy
89,770
+3,076
+4%
+$203K
2.99%
12
2016
Q2
$5.55M
Buy
+86,694
New
+$5.46M
2.92%
11
2014
Q4
–
Sell
-27,206
Closed
-$1.64M
–
94
2014
Q3
$1.64M
Buy
+27,206
New
+$1.7M
0.93%
22
Other funds holding IJJ
Wells Fargo
San Francisco, California
$501B 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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
HC
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
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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