Johanson Financial Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Johanson 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
2021 Q4	$219K	Sell	1,982 -10	-0.5%	-$1.09K	0.07%	122
2021 Q3	$205K	Buy	1,992 +11	+0.6%	+$1.16K	0.07%	120
2021 Q2	$205K	Buy	1,981 +6	+0.3%	+$641	0.07%	115
2021 Q1	$207K	Buy	+1,975	New	+$189K	0.08%	109
2020 Q1	–	Sell	-336,822	Closed	-$988K	–	165
2019 Q4	$988K	Buy	+336,822	New	+$27.7M	0.05%	144

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Johanson Financial Advisors's IJJ Position: Q4 2021 in Review

Johanson Financial Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.5% in Q4 2021, selling an estimated $1.09K and leaving 1,982 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #122.

Johanson Financial Advisors first reported a position in IJJ in Q4 2019 and has held it in 5 quarters since. The position peaked at $988K in Q4 2019. 662 funds tracked by Wall St. Rank hold IJJ as of Q4 2021.

Johanson Financial Advisors held 1,982 shares of iShares S&P Mid-Cap 400 Value ETF worth $219K as of Q4 2021.
Johanson Financial Advisors sold 10 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2021, an estimated $1.09K.
iShares S&P Mid-Cap 400 Value ETF made up 0.07% of Johanson Financial Advisors's portfolio in Q4 2021, its #122 holding.
Johanson Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 5 quarters since.
Johanson Financial Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $988K in Q4 2019.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.