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

Manchester Financial’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	–	Sell	-672	Closed	-$68K	–	330
2021 Q1	$68K	Hold	672	–	–	0.03%	146
2020 Q4	$58K	Hold	672	–	–	0.04%	135
2020 Q3	$45K	Hold	672	–	–	0.03%	142
2020 Q2	$45K	Hold	672	–	–	0.04%	133
2020 Q1	$37K	Sell	672 -310	-32%	-$23.3K	0.03%	139
2019 Q4	$84K	Buy	+982	New	+$80.7K	0.03%	102
2019 Q3	–	Sell	-982	Closed	-$78K	–	231
2019 Q2	$78K	Buy	+982	New	+$77.9K	0.04%	103

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

Manchester Financial's IJJ Position: Q2 2021 in Review

Manchester Financial sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2021, closing a stake of 672 shares — an estimated $68K sold.

Manchester Financial first reported a position in IJJ in Q2 2019 and held it in 7 quarters. The position peaked at $84K in Q4 2019. 607 funds tracked by Wall St. Rank hold IJJ as of Q2 2021.

Manchester Financial reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2021 after selling out during the quarter.
Manchester Financial sold 672 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2021, an estimated $68K.
Manchester Financial first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2019 and held it in 7 quarters.
Manchester Financial's iShares S&P Mid-Cap 400 Value ETF position peaked at $84K in Q4 2019.
607 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.