James Investment Research’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

James Investment Research’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 Q1	–	Sell	-4,050	Closed	-$346K	–	503
2019 Q4	$346K	Hold	4,050	–	–	0.02%	250
2019 Q3	$324K	Hold	4,050	–	–	0.02%	259
2019 Q2	$323K	Hold	4,050	–	–	0.02%	272
2019 Q1	$318K	Hold	4,050	–	–	0.02%	487
2018 Q4	$280K	Hold	4,050	–	–	0.02%	509
2018 Q3	$339K	Hold	4,050	–	–	0.01%	542
2018 Q2	$328K	Hold	4,050	–	–	0.01%	550
2018 Q1	$313K	Hold	4,050	–	–	0.01%	541
2017 Q4	$324K	Hold	4,050	–	–	0.01%	545
2017 Q3	$309K	Hold	4,050	–	–	0.01%	515
2017 Q2	$301K	Hold	4,050	–	–	0.01%	487
2017 Q1	$301K	Hold	4,050	–	–	0.01%	381
2016 Q4	$294K	Hold	4,050	–	–	0.01%	314
2016 Q3	$269K	Hold	4,050	–	–	0.01%	319
2016 Q2	$259K	Hold	4,050	–	–	0.01%	285
2016 Q1	$251K	Hold	4,050	–	–	0.01%	269
2015 Q4	$237K	Hold	4,050	–	–	0.01%	276
2015 Q3	$234K	Hold	4,050	–	–	0.01%	281
2015 Q2	$261K	Hold	4,050	–	–	0.01%	290
2015 Q1	$265K	Hold	4,050	–	–	0.01%	311
2014 Q4	$259K	Hold	4,050	–	–	0.01%	307
2014 Q3	$244K	Hold	4,050	–	–	0.01%	307
2014 Q2	$257K	Hold	4,050	–	–	0.01%	308
2014 Q1	$244K	Hold	4,050	–	–	0.01%	313
2013 Q4	$235K	Hold	4,050	–	–	0.01%	301
2013 Q3	$219K	Sell	4,050 -1,400	-26%	-$74.7K	0.01%	296
2013 Q2	$276K	Buy	+5,450	New	+$276K	0.01%	277

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

James Investment Research's IJJ Position: Q1 2020 in Review

James Investment Research sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2020, closing a stake of 4,050 shares — an estimated $346K sold.

James Investment Research first reported a position in IJJ in Q2 2013 and held it in 27 quarters. The position peaked at $346K in Q4 2019. 466 funds tracked by Wall St. Rank hold IJJ as of Q1 2020.

James Investment Research reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2020 after selling out during the quarter.
James Investment Research sold 4,050 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2020, an estimated $346K.
James Investment Research first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and held it in 27 quarters.
James Investment Research's iShares S&P Mid-Cap 400 Value ETF position peaked at $346K in Q4 2019.
466 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2020.

Based on James Investment Research's 13F filing for Q1 2020, filed 22 Apr 2020.