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

MBE Wealth Management’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
Q2 		– Sell
-108
Closed -$5K – 271
2020
Q1 		$5K Buy
+108
New +$8.12K ﹤0.01% 371

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MBE Wealth Management's IJJ Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2020, closing a stake of 108 shares — an estimated $5K sold.

MBE Wealth Management first reported a position in IJJ in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 452 funds tracked by Wall St. Rank hold IJJ as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 108 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2020, an estimated $5K.
  • MBE Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $5K in Q1 2020.
  • 452 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.