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

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 $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Interactive Financial Advisors's IJJ Position: Q3 2022 in Review

Interactive Financial Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2022, closing a stake of 18 shares — an estimated $2K sold.

Interactive Financial Advisors first reported a position in IJJ in Q3 2014 and held it in 8 quarters. The position peaked at $7.79M in Q1 2017. 624 funds tracked by Wall St. Rank hold IJJ as of Q3 2022.

Interactive Financial Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2022 after selling out during the quarter.
Interactive Financial Advisors sold 18 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2022, an estimated $2K.
Interactive Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2014 and held it in 8 quarters.
Interactive Financial Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $7.79M in Q1 2017.
624 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2022.

Based on Interactive Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.