Nachman Norwood & Parrott’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Nachman Norwood & Parrott’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	$2.19M	Buy	20,804 +135	+0.7%	+$14.4K	0.22%	84
2021 Q1	$2.11M	Buy	20,669 +135	+0.7%	+$12.9K	0.23%	86
2020 Q4	$1.77M	Buy	20,534 +848	+4%	+$66.5K	0.21%	87
2020 Q3	$1.33M	Buy	19,686 +90	+0.5%	+$6.22K	0.18%	90
2020 Q2	$1.3M	Sell	19,596 -3,298	-14%	-$207K	0.22%	87
2020 Q1	$1.26M	Sell	22,894 -1,594	-7%	-$120K	0.25%	77
2019 Q4	$2.09M	Buy	24,488 +132	+0.5%	+$10.8K	0.34%	64
2019 Q3	$1.95M	Sell	24,356 -734	-3%	-$57.8K	0.35%	66
2019 Q2	$2M	Sell	25,090 -282	-1%	-$22.4K	0.36%	67
2019 Q1	$1.99M	Sell	25,372 -540	-2%	-$41.8K	0.37%	66
2018 Q4	$1.79M	Buy	+25,912	New	+$1.98M	0.37%	64

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 $424B AUM 22.96% 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

Nachman Norwood & Parrott's IJJ Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.65% in Q2 2021, buying an estimated $14.4K and bringing the position to 20,804 shares worth $2.19M. The position accounts for 0.22% of the portfolio, ranked #84.

Nachman Norwood & Parrott first reported a position in IJJ in Q4 2018 and has held it in 11 quarters since. 607 funds tracked by Wall St. Rank hold IJJ as of Q2 2021.

Nachman Norwood & Parrott held 20,804 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.19M as of Q2 2021.
Nachman Norwood & Parrott bought 135 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2021, an estimated $14.4K.
iShares S&P Mid-Cap 400 Value ETF made up 0.22% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #84 holding.
Nachman Norwood & Parrott first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 11 quarters since.
607 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.