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KCS Wealth Advisory’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-122
Closed -$9.75K – 263
2019
Q3 		$9.75K Buy
+122
New +$9.6K 0.01% 354

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

KCS Wealth Advisory's IJJ Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2019, closing a stake of 122 shares — an estimated $9.75K sold.

KCS Wealth Advisory first reported a position in IJJ in Q3 2019 and held it in 1 quarter. The position peaked at $9.75K in Q3 2019. 542 funds tracked by Wall St. Rank hold IJJ as of Q4 2019.

  • KCS Wealth Advisory reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 122 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2019, an estimated $9.75K.
  • KCS Wealth Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares S&P Mid-Cap 400 Value ETF position peaked at $9.75K in Q3 2019.
  • 542 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.