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

MCF Advisors’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 Q1	–	Sell	-18	Closed	-$2K	–	470
2019 Q4	$2K	Buy	+18	New	+$1.48K	﹤0.01%	422
2017 Q4	–	Sell	-54	Closed	-$4K	–	498
2017 Q3	$4K	Hold	54	–	–	﹤0.01%	403
2017 Q2	$4K	Hold	54	–	–	﹤0.01%	413
2017 Q1	$4K	Hold	54	–	–	﹤0.01%	396
2016 Q4	$4K	Hold	54	–	–	﹤0.01%	379
2016 Q3	$4K	Hold	54	–	–	﹤0.01%	386
2016 Q2	$4K	Hold	54	–	–	﹤0.01%	416
2016 Q1	$3K	Hold	54	–	–	﹤0.01%	395
2015 Q4	$3K	Hold	54	–	–	﹤0.01%	410
2015 Q3	$3K	Hold	54	–	–	﹤0.01%	398
2015 Q2	$4K	Hold	54	–	–	﹤0.01%	395
2015 Q1	$4K	Hold	54	–	–	﹤0.01%	385
2014 Q4	$3K	Sell	54 -68	-56%	-$4.21K	﹤0.01%	384
2014 Q3	$7K	Buy	122 +68	+126%	+$4.25K	﹤0.01%	348
2014 Q2	$3K	Hold	54	–	–	﹤0.01%	382
2014 Q1	$3K	Hold	54	–	–	﹤0.01%	380
2013 Q4	$3K	Hold	54	–	–	﹤0.01%	367
2013 Q3	$3K	Buy	54 +36	+200%	+$1.92K	﹤0.01%	359
2013 Q2	$1K	Buy	+18	New	+$911	﹤0.01%	297

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MCF Advisors's IJJ Position: Q1 2020 in Review

MCF Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2020, closing a stake of 18 shares — an estimated $2K sold.

MCF Advisors first reported a position in IJJ in Q2 2013 and held it in 19 quarters. The position peaked at $7K in Q3 2014. 467 funds tracked by Wall St. Rank hold IJJ as of Q1 2020.

MCF Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2020 after selling out during the quarter.
MCF Advisors sold 18 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2020, an estimated $2K.
MCF Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and held it in 19 quarters.
MCF Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $7K in Q3 2014.
467 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2020.

Based on MCF Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.