NAM
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NorthCoast Asset Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

NorthCoast Asset 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
Q3 		– Sell
-3,560
Closed -$237K – 370
2020
Q2 		$237K Buy
+3,560
New +$223K 0.01% 315

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NorthCoast Asset Management's IJJ Position: Q3 2020 in Review

NorthCoast Asset Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2020, closing a stake of 3,560 shares — an estimated $237K sold.

NorthCoast Asset Management first reported a position in IJJ in Q2 2020 and held it in 1 quarter. The position peaked at $237K in Q2 2020. 462 funds tracked by Wall St. Rank hold IJJ as of Q3 2020.

  • NorthCoast Asset Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2020 after selling out during the quarter.
  • NorthCoast Asset Management sold 3,560 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2020, an estimated $237K.
  • NorthCoast Asset Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2020 and held it in 1 quarter.
  • NorthCoast Asset Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $237K in Q2 2020.
  • 462 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2020.

Based on NorthCoast Asset Management's 13F filing for Q3 2020, filed 10 Nov 2020.