John W. Brooker & Co’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

John W. Brooker & Co’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 Q3	–	Sell	-122	Closed	-$13K	–	195
2021 Q2	$13K	Sell	122 -9	-7%	-$961	0.01%	129
2021 Q1	$13K	Sell	131 -45	-26%	-$4.3K	0.01%	118
2020 Q4	$15K	Hold	176	–	–	0.01%	106
2020 Q3	$12K	Sell	176 -34	-16%	-$2.35K	0.01%	108
2020 Q2	$14K	Sell	210 -36	-15%	-$2.26K	0.01%	106
2020 Q1	$13K	Hold	246	–	–	0.01%	109
2019 Q4	$21K	Buy	+246	New	+$20.2K	0.01%	100

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

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

John W. Brooker & Co's IJJ Position: Q3 2021 in Review

John W. Brooker & Co sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2021, closing a stake of 122 shares — an estimated $13K sold.

John W. Brooker & Co first reported a position in IJJ in Q4 2019 and held it in 7 quarters. The position peaked at $21K in Q4 2019. 610 funds tracked by Wall St. Rank hold IJJ as of Q3 2021.

John W. Brooker & Co reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2021 after selling out during the quarter.
John W. Brooker & Co sold 122 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2021, an estimated $13K.
John W. Brooker & Co first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and held it in 7 quarters.
John W. Brooker & Co's iShares S&P Mid-Cap 400 Value ETF position peaked at $21K in Q4 2019.
610 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2021.

Based on John W. Brooker & Co's 13F filing for Q3 2021, filed 7 Oct 2021.