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

MYCIO Wealth Partners’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
-2,270
Closed -$194K – 202
2019
Q4 		$194K Buy
2,270
+22
+1% +$1.81K 0.01% 327
2019
Q3 		$180K Hold
2,248
– – 0.01% 300
2019
Q2 		$179K Buy
+2,248
New +$178K 0.01% 294
2016
Q4 		– Sell
-2,056
Closed -$137K – 424
2016
Q3 		$137K Hold
2,056
– – 0.02% 217
2016
Q2 		$132K Buy
2,056
+8
+0.4% +$503 0.02% 223
2016
Q1 		$127K Sell
2,048
-150
-7% -$8.5K 0.02% 198
2015
Q4 		$129K Buy
2,198
+10
+0.5% +$605 0.02% 188
2015
Q3 		$126K Buy
2,188
+8
+0.4% +$490 0.03% 179
2015
Q2 		$141K Buy
2,180
+8
+0.4% +$528 0.03% 169
2015
Q1 		$142K Buy
2,172
+12
+0.6% +$772 0.03% 175
2014
Q4 		$138K Buy
2,160
+8
+0.4% +$496 0.03% 168
2014
Q3 		$129K Buy
2,152
+8
+0.4% +$500 0.03% 168
2014
Q2 		$136K Sell
2,144
-94
-4% -$5.72K 0.03% 168
2014
Q1 		$135K Hold
2,238
– – 0.03% 165
2013
Q4 		$130K Buy
2,238
+18
+0.8% +$1.01K 0.03% 162
2013
Q3 		$120K Buy
2,220
+10
+0.5% +$534 0.03% 160
2013
Q2 		$112K Buy
+2,210
New +$112K 0.03% 161

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MYCIO Wealth Partners's IJJ Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2020, closing a stake of 2,270 shares — an estimated $194K sold.

MYCIO Wealth Partners first reported a position in IJJ in Q2 2013 and held it in 17 quarters. The position peaked at $194K in Q4 2019. 467 funds tracked by Wall St. Rank hold IJJ as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 2,270 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2020, an estimated $194K.
  • MYCIO Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and held it in 17 quarters.
  • MYCIO Wealth Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $194K in Q4 2019.
  • 467 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.