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

Jefferies 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	–	Sell	-10,000	Closed	-$863K	–	1789
2020 Q4	$863K	Sell	10,000 -15,000	-60%	-$1.18M	0.01%	985
2020 Q3	$1.69M	Buy	25,000 +12,000	+92%	+$829K	0.02%	633
2020 Q2	$864	Buy	+13,000	New	+$815K	0.01%	799

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 $4.2B AUM 18.37% 1-Year Est. Return

Jefferies Group's IJJ Position: Q1 2021 in Review

Jefferies Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2021, closing a stake of 10,000 shares — an estimated $863K sold.

Jefferies Group first reported a position in IJJ in Q2 2020 and held it in 3 quarters. The position peaked at $1.69M in Q3 2020. 587 funds tracked by Wall St. Rank hold IJJ as of Q1 2021.

Jefferies Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2021 after selling out during the quarter.
Jefferies Group sold 10,000 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2021, an estimated $863K.
Jefferies Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2020 and held it in 3 quarters.
Jefferies Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.69M in Q3 2020.
587 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2021.

Based on Jefferies Group's 13F filing for Q1 2021, filed 14 May 2021.