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

Paracle 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
2021 Q1	$4.17M	Hold	40,955	–	–	0.76%	24
2020 Q4	$3.53M	Sell	40,955 -291	-0.7%	-$22.8K	0.67%	26
2020 Q3	$2.78M	Sell	41,246 -1,060	-3%	-$73.2K	0.6%	28
2020 Q2	$2.81M	Sell	42,306 -15,578	-27%	-$977K	0.66%	27
2020 Q1	$3.18M	Buy	+57,884	New	+$4.35M	0.86%	25

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 $374B AUM 17.66% 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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Paracle Advisors's IJJ Position: Q1 2021 in Review

Paracle Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2021 at 40,955 shares worth $4.17M. The position accounts for 0.76% of the portfolio, ranked #24.

Paracle Advisors first reported a position in IJJ in Q1 2020 and has held it in 5 quarters since. 587 funds tracked by Wall St. Rank hold IJJ as of Q1 2021.

Paracle Advisors held 40,955 shares of iShares S&P Mid-Cap 400 Value ETF worth $4.17M as of Q1 2021.
Paracle Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2021.
iShares S&P Mid-Cap 400 Value ETF made up 0.76% of Paracle Advisors's portfolio in Q1 2021, its #24 holding.
Paracle Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2020 and has held it in 5 quarters since.
587 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.