People's United Financial’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

People's United Financial’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 Q1	$88.2M	Buy	804,383 +29,224	+4%	+$3.15M	2.51%	3
2021 Q4	$85.8M	Sell	775,159 -102,747	-12%	-$11.2M	2.06%	5
2021 Q3	$90.5M	Buy	877,906 +31,202	+4%	+$3.28M	2.02%	6
2021 Q2	$89.2M	Buy	846,704 +42,210	+5%	+$4.51M	2%	6
2021 Q1	$82M	Buy	804,494 +188,207	+31%	+$18M	1.96%	6
2020 Q4	$53.2M	Buy	616,287 +579,589	+1,579%	+$45.5M	1.32%	15
2020 Q3	$2.48M	Sell	36,698 -856	-2%	-$59.1K	0.07%	183
2020 Q2	$2.5M	Sell	37,554 -11,442	-23%	-$718K	0.07%	174
2020 Q1	$2.69M	Sell	48,996 -602	-1%	-$45.3K	0.09%	160
2019 Q4	$4.23M	Sell	49,598 -10,844	-18%	-$891K	0.12%	149
2019 Q3	$4.83M	Sell	60,442 -9,090	-13%	-$715K	0.14%	135
2019 Q2	$5.54M	Buy	+69,532	New	+$5.52M	0.15%	132
2017 Q3	–	Sell	-840	Closed	-$62K	–	711
2017 Q2	$62K	Hold	840	–	–	﹤0.01%	720
2017 Q1	$62K	Hold	840	–	–	﹤0.01%	713
2016 Q4	$61K	Hold	840	–	–	﹤0.01%	689
2016 Q3	$56K	Hold	840	–	–	﹤0.01%	558
2016 Q2	$54K	Hold	840	–	–	﹤0.01%	555
2016 Q1	$52K	Hold	840	–	–	﹤0.01%	557
2015 Q4	$49K	Hold	840	–	–	﹤0.01%	577
2015 Q3	$48K	Hold	840	–	–	﹤0.01%	571
2015 Q2	$54K	Hold	840	–	–	﹤0.01%	557
2015 Q1	$55K	Hold	840	–	–	﹤0.01%	548
2014 Q4	$54K	Hold	840	–	–	﹤0.01%	550
2014 Q3	$51K	Hold	840	–	–	﹤0.01%	548
2014 Q2	$53K	Hold	840	–	–	﹤0.01%	554
2014 Q1	$51K	Hold	840	–	–	﹤0.01%	521
2013 Q4	$49K	Hold	840	–	–	﹤0.01%	524
2013 Q3	$45K	Hold	840	–	–	﹤0.01%	525
2013 Q2	$43K	Buy	+840	New	+$42.5K	﹤0.01%	506

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

People's United Financial's IJJ Position: Q1 2022 in Review

People's United Financial increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 3.8% in Q1 2022, buying an estimated $3.15M and bringing the position to 804,383 shares worth $88.2M. The position accounts for 2.51% of the portfolio, ranked #3.

People's United Financial first reported a position in IJJ in Q2 2013 and has held it in 29 quarters since. The position peaked at $90.5M in Q3 2021. 682 funds tracked by Wall St. Rank hold IJJ as of Q1 2022.

People's United Financial held 804,383 shares of iShares S&P Mid-Cap 400 Value ETF worth $88.2M as of Q1 2022.
People's United Financial bought 29,224 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2022, an estimated $3.15M.
iShares S&P Mid-Cap 400 Value ETF made up 2.51% of People's United Financial's portfolio in Q1 2022, its #3 holding.
People's United Financial first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 29 quarters since.
People's United Financial's iShares S&P Mid-Cap 400 Value ETF position peaked at $90.5M in Q3 2021.
682 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.