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

Mid Atlantic Financial 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
2021 Q3	$407K	Buy	3,946 +25	+0.6%	+$2.63K	0.03%	540
2021 Q2	$413K	Sell	3,921 -22	-0.6%	-$2.35K	0.03%	543
2021 Q1	$402K	Sell	3,943 -48	-1%	-$4.58K	0.03%	510
2020 Q4	$344K	Sell	3,991 -4,771	-54%	-$374K	0.03%	524
2020 Q3	$339K	Buy	8,762 +4,404	+101%	+$304K	0.03%	468
2020 Q2	$290K	Sell	4,358 -944	-18%	-$59.2K	0.03%	490
2020 Q1	$291K	Sell	5,302 -2,788	-34%	-$210K	0.03%	445
2019 Q4	$691K	Buy	8,090 +1,520	+23%	+$125K	0.06%	303
2019 Q3	$525K	Sell	6,570 -1,982	-23%	-$156K	0.06%	343
2019 Q2	$682K	Sell	8,552 -658	-7%	-$52.2K	0.07%	289
2019 Q1	$723K	Sell	9,210 -654	-7%	-$50.6K	0.08%	276
2018 Q4	$682K	Buy	+9,864	New	+$754K	0.08%	244

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Mid Atlantic Financial Management's IJJ Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.64% in Q3 2021, buying an estimated $2.63K and bringing the position to 3,946 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #540.

Mid Atlantic Financial Management first reported a position in IJJ in Q4 2018 and has held it in 12 quarters since. The position peaked at $723K in Q1 2019. 610 funds tracked by Wall St. Rank hold IJJ as of Q3 2021.

Mid Atlantic Financial Management held 3,946 shares of iShares S&P Mid-Cap 400 Value ETF worth $407K as of Q3 2021.
Mid Atlantic Financial Management bought 25 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2021, an estimated $2.63K.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #540 holding.
Mid Atlantic Financial Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $723K in Q1 2019.
610 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.