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

Ken Fisher’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 Q1	–	Sell	-2,913	Closed	-$322K	–	977
2021 Q4	$322K	Buy	+2,913	New	+$317K	﹤0.01%	837
2021 Q2	–	Sell	-2,269	Closed	-$231K	–	949
2021 Q1	$231K	Buy	+2,269	New	+$217K	﹤0.01%	841

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Ken Fisher's IJJ Position: Q1 2022 in Review

Ken Fisher sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2022, closing a stake of 2,913 shares — an estimated $322K sold.

Ken Fisher first reported a position in IJJ in Q1 2021 and held it in 2 quarters. The position peaked at $322K in Q4 2021. 682 funds tracked by Wall St. Rank hold IJJ as of Q1 2022.

Ken Fisher reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2022 after selling out during the quarter.
Ken Fisher sold 2,913 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2022, an estimated $322K.
Ken Fisher first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2021 and held it in 2 quarters.
Ken Fisher's iShares S&P Mid-Cap 400 Value ETF position peaked at $322K in Q4 2021.
682 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2022.

Based on Fisher Asset Management's 13F filing for Q1 2022, filed 5 May 2022.