Little House Capital’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Little House Capital’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
2020 Q3	–	Sell	-3,774	Closed	-$250K	–	93
2020 Q2	$250K	Sell	3,774 -3,096	-45%	-$194K	0.23%	81
2020 Q1	$377K	Hold	6,870	–	–	0.41%	57
2019 Q4	$586K	Sell	6,870 -300	-4%	-$24.7K	0.51%	60
2019 Q3	$573K	Hold	7,170	–	–	0.43%	71
2019 Q2	$575	Hold	7,170	–	–	0.38%	74
2019 Q1	$562K	Sell	7,170 -1,400	-16%	-$108K	0.42%	72
2018 Q4	$593K	Buy	+8,570	New	+$655K	0.57%	62

Other funds holding IJJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

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

Little House Capital's IJJ Position: Q3 2020 in Review

Little House Capital sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2020, closing a stake of 3,774 shares — an estimated $250K sold.

Little House Capital first reported a position in IJJ in Q4 2018 and held it in 7 quarters. The position peaked at $593K in Q4 2018. 462 funds tracked by Wall St. Rank hold IJJ as of Q3 2020.

Little House Capital reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2020 after selling out during the quarter.
Little House Capital sold 3,774 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2020, an estimated $250K.
Little House Capital first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and held it in 7 quarters.
Little House Capital's iShares S&P Mid-Cap 400 Value ETF position peaked at $593K in Q4 2018.
462 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2020.

Based on Little House Capital's 13F filing for Q3 2020, filed 13 Nov 2020.