Joseph P. Lucia & Associates’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-78	Closed	-$7K	–	249
2022 Q2	$7K	Hold	78	–	–	﹤0.01%	327
2022 Q1	$9K	Buy	+78	New	+$8.42K	0.01%	326
2021 Q4	–	Sell	-78	Closed	-$8K	–	317
2021 Q3	$8K	Hold	78	–	–	﹤0.01%	396
2021 Q2	$8K	Hold	78	–	–	﹤0.01%	401
2021 Q1	$8K	Hold	78	–	–	﹤0.01%	382
2020 Q4	$7K	Buy	+78	New	+$6.12K	﹤0.01%	363
2020 Q3	–	Sell	-78	Closed	-$5K	–	247
2020 Q2	$5K	Hold	78	–	–	﹤0.01%	370
2020 Q1	$4K	Hold	78	–	–	﹤0.01%	352
2019 Q4	$7K	Hold	78	–	–	0.01%	338
2019 Q3	$6K	Hold	78	–	–	0.01%	351
2019 Q2	$6K	Sell	78 -12,592	-99%	-$999K	0.01%	352
2019 Q1	$39	Buy	+12,670	New	+$981K	﹤0.01%	301

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

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Joseph P. Lucia & Associates's IJJ Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2022, closing a stake of 78 shares — an estimated $7K sold.

Joseph P. Lucia & Associates first reported a position in IJJ in Q1 2019 and held it in 12 quarters. The position peaked at $9K in Q1 2022. 625 funds tracked by Wall St. Rank hold IJJ as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 78 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2022, an estimated $7K.
Joseph P. Lucia & Associates first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's iShares S&P Mid-Cap 400 Value ETF position peaked at $9K in Q1 2022.
625 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.