Optimum Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Optimum Investment Advisors’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
2022 Q2	–	Sell	-98	Closed	-$11K	–	863
2022 Q1	$11K	Buy	+98	New	+$10.6K	﹤0.01%	639
2019 Q2	–	Sell	-460	Closed	-$36K	–	972
2019 Q1	$36K	Hold	460	–	–	0.01%	578
2018 Q4	$32K	Hold	460	–	–	0.01%	547
2018 Q3	$38K	Hold	460	–	–	0.01%	595
2018 Q2	$37K	Hold	460	–	–	0.01%	594
2018 Q1	$36K	Buy	+460	New	+$36.5K	0.01%	586
2015 Q1	$15K	Hold	236	–	–	﹤0.01%	745
2014 Q4	$15K	Hold	236	–	–	﹤0.01%	779
2014 Q3	$14K	Hold	236	–	–	﹤0.01%	707
2014 Q2	$15K	Hold	236	–	–	﹤0.01%	708
2014 Q1	$14K	Hold	236	–	–	0.01%	557
2013 Q4	$14K	Hold	236	–	–	0.01%	570
2013 Q3	$13K	Buy	+236	New	+$12.6K	0.01%	550

Other funds holding IJJ

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Optimum Investment Advisors's IJJ Position: Q2 2022 in Review

Optimum Investment Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2022, closing a stake of 98 shares — an estimated $11K sold.

Optimum Investment Advisors first reported a position in IJJ in Q3 2013 and held it in 13 quarters. The position peaked at $38K in Q3 2018. 646 funds tracked by Wall St. Rank hold IJJ as of Q2 2022.

Optimum Investment Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2022 after selling out during the quarter.
Optimum Investment Advisors sold 98 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $11K.
Optimum Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2013 and held it in 13 quarters.
Optimum Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $38K in Q3 2018.
646 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.