Jackson Hole Capital Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Jackson Hole Capital Partners’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 Q2	–	Sell	-6,476	Closed	-$355K	–	170
2020 Q1	$355K	Hold	6,476	–	–	0.26%	81
2019 Q4	$553K	Buy	6,476 +62	+1%	+$5.09K	0.3%	82
2019 Q3	$513K	Hold	6,414	–	–	0.29%	84
2019 Q2	$511K	Buy	6,414 +28	+0.4%	+$2.22K	0.32%	81
2019 Q1	$501K	Buy	6,386 +24	+0.4%	+$1.86K	0.44%	78
2018 Q4	$440K	Buy	+6,362	New	+$486K	0.46%	72

Other funds holding IJJ

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Jackson Hole Capital Partners's IJJ Position: Q2 2020 in Review

Jackson Hole Capital Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2020, closing a stake of 6,476 shares — an estimated $355K sold.

Jackson Hole Capital Partners first reported a position in IJJ in Q4 2018 and held it in 6 quarters. The position peaked at $553K in Q4 2019. 452 funds tracked by Wall St. Rank hold IJJ as of Q2 2020.

Jackson Hole Capital Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2020 after selling out during the quarter.
Jackson Hole Capital Partners sold 6,476 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2020, an estimated $355K.
Jackson Hole Capital Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and held it in 6 quarters.
Jackson Hole Capital Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $553K in Q4 2019.
452 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2020.

Based on Jackson Hole Capital Partners's 13F filing for Q2 2020, filed 11 Aug 2020.