MACRO Consulting Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

MACRO Consulting Group’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 Q2	$5.23M	Buy	49,564 +389	+0.8%	+$41.5K	2.69%	7
2021 Q1	$5.01M	Sell	49,175 -7,228	-13%	-$690K	2.71%	7
2020 Q4	$4.87M	Sell	56,403 -56,817	-50%	-$4.46M	2.82%	8
2020 Q3	$3.95M	Buy	113,220 +57,034	+102%	+$3.94M	2.6%	9
2020 Q2	$3.73M	Buy	56,186 +554	+1%	+$34.8K	2.59%	8
2020 Q1	$3.35M	Buy	55,632 +7,292	+15%	+$548K	2.57%	7
2019 Q4	$4.12M	Sell	48,340 -228	-0.5%	-$18.7K	3.25%	7
2019 Q3	$3.88M	Sell	48,568 -2,592	-5%	-$204K	3.31%	7
2019 Q2	$4.08M	Sell	51,160 -502	-1%	-$39.8K	3.5%	7
2019 Q1	$4.05M	Sell	51,662 -2,466	-5%	-$191K	3.88%	6
2018 Q4	$3.74M	Buy	+54,128	New	+$4.14M	3.65%	6

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

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

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

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

MACRO Consulting Group's IJJ Position: Q2 2021 in Review

MACRO Consulting Group increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.79% in Q2 2021, buying an estimated $41.5K and bringing the position to 49,564 shares worth $5.23M. The position accounts for 2.69% of the portfolio, ranked #7.

MACRO Consulting Group first reported a position in IJJ in Q4 2018 and has held it in 11 quarters since. 607 funds tracked by Wall St. Rank hold IJJ as of Q2 2021.

MACRO Consulting Group held 49,564 shares of iShares S&P Mid-Cap 400 Value ETF worth $5.23M as of Q2 2021.
MACRO Consulting Group bought 389 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2021, an estimated $41.5K.
iShares S&P Mid-Cap 400 Value ETF made up 2.69% of MACRO Consulting Group's portfolio in Q2 2021, its #7 holding.
MACRO Consulting Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 11 quarters since.
607 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2021.

Based on MACRO Consulting Group's 13F filing for Q2 2021, filed 16 Aug 2021.