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

Outlook Wealth 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 Q4	–	Sell	-5,735	Closed	-$516K	–	185
2022 Q3	$516K	Sell	5,735 -157	-3%	-$15.6K	0.23%	109
2022 Q2	$557K	Sell	5,892 -444	-7%	-$45.3K	0.23%	118
2022 Q1	$695K	Sell	6,336 -116	-2%	-$12.5K	0.23%	106
2021 Q4	$714K	Sell	6,452 -315	-5%	-$34.3K	0.21%	107
2021 Q3	$697K	Sell	6,767 -697	-9%	-$73.2K	0.23%	105
2021 Q2	$786K	Buy	7,464 +1,920	+35%	+$205K	0.25%	96
2021 Q1	$565K	Sell	5,544 -102	-2%	-$9.74K	0.2%	128
2020 Q4	$487K	Sell	5,646 -126	-2%	-$9.88K	0.18%	132
2020 Q3	$389K	Sell	5,772 -418	-7%	-$28.9K	0.15%	131
2020 Q2	$411K	Sell	6,190 -254	-4%	-$15.9K	0.17%	121
2020 Q1	$354K	Buy	6,444 +1,772	+38%	+$133K	0.2%	104
2019 Q4	$399K	Sell	4,672 -8	-0.2%	-$657	0.22%	94
2019 Q3	$374K	Buy	+4,680	New	+$368K	0.22%	109

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Outlook Wealth Advisors's IJJ Position: Q4 2022 in Review

Outlook Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2022, closing a stake of 5,735 shares — an estimated $516K sold.

Outlook Wealth Advisors first reported a position in IJJ in Q3 2019 and held it in 13 quarters. The position peaked at $786K in Q2 2021. 690 funds tracked by Wall St. Rank hold IJJ as of Q4 2022.

Outlook Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 5,735 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2022, an estimated $516K.
Outlook Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2019 and held it in 13 quarters.
Outlook Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $786K in Q2 2021.
690 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2022.

Based on Outlook Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.