NFP
IJJ icon

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

Novak Financial Planning’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 		$344K Sell
3,263
-47
-1% -$5.02K 0.17% 98
2021
Q1 		$337K Sell
3,310
-134
-4% -$12.8K 0.19% 94
2020
Q4 		$297K Buy
+3,444
New +$270K 0.17% 94

Other funds holding IJJ

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
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

Novak Financial Planning's IJJ Position: Q2 2021 in Review

Novak Financial Planning reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.4% in Q2 2021, selling an estimated $5.02K and leaving 3,263 shares worth $344K. The position accounts for 0.17% of the portfolio, ranked #98.

Novak Financial Planning first reported a position in IJJ in Q4 2020 and has held it in 3 quarters since. 607 funds tracked by Wall St. Rank hold IJJ as of Q2 2021.

  • Novak Financial Planning held 3,263 shares of iShares S&P Mid-Cap 400 Value ETF worth $344K as of Q2 2021.
  • Novak Financial Planning sold 47 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2021, an estimated $5.02K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.17% of Novak Financial Planning's portfolio in Q2 2021, its #98 holding.
  • Novak Financial Planning first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 3 quarters since.
  • 607 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.