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

Personal Capital 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	$386K	Buy	3,828 +563	+17%	+$56.2K	﹤0.01%	341
2022 Q3	$294K	Hold	3,265	–	–	﹤0.01%	362
2022 Q2	$308K	Buy	3,265 +124	+4%	+$12.6K	﹤0.01%	350
2022 Q1	$344K	Sell	3,141 -180	-5%	-$19.4K	﹤0.01%	360
2021 Q4	$368K	Sell	3,321 -83	-2%	-$9.03K	﹤0.01%	396
2021 Q3	$351K	Buy	3,404 +557	+20%	+$58.5K	﹤0.01%	371
2021 Q2	$300K	Buy	2,847 +78	+3%	+$8.33K	﹤0.01%	393
2021 Q1	$282K	Buy	2,769 +295	+12%	+$28.2K	﹤0.01%	403
2020 Q4	$214K	Buy	+2,474	New	+$194K	﹤0.01%	435
2020 Q1	–	Sell	-3,172	Closed	-$271K	–	367
2019 Q4	$271K	Buy	+3,172	New	+$261K	﹤0.01%	344

Other funds holding IJJ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Personal Capital Advisors's IJJ Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 17% in Q4 2022, buying an estimated $56.2K and bringing the position to 3,828 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Personal Capital Advisors first reported a position in IJJ in Q4 2019 and has held it in 10 quarters since. 690 funds tracked by Wall St. Rank hold IJJ as of Q4 2022.

Personal Capital Advisors held 3,828 shares of iShares S&P Mid-Cap 400 Value ETF worth $386K as of Q4 2022.
Personal Capital Advisors bought 563 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2022, an estimated $56.2K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #341 holding.
Personal Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 10 quarters since.
690 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.