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

Personal Wealth Partners’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 Q4	–	Sell	-2,709	Closed	-$279K	–	80
2021 Q3	$279K	Buy	2,709 +1	+0%	+$105	0.12%	63
2021 Q2	$285K	Buy	2,708 +1	+0%	+$107	0.12%	63
2021 Q1	$276K	Sell	2,707 -1,099	-29%	-$105K	0.12%	60
2020 Q4	$328K	Sell	3,806 -1,120	-23%	-$87.9K	0.15%	51
2020 Q3	$332K	Buy	4,926 +2	+0%	+$138	0.17%	52
2020 Q2	$327K	Sell	4,924 -2,232	-31%	-$140K	0.18%	49
2020 Q1	$393K	Sell	7,156 -2,940	-29%	-$221K	0.24%	38
2019 Q4	$862K	Buy	10,096 +2	+0%	+$164	0.37%	28
2019 Q3	$807K	Sell	10,094 -74	-0.7%	-$5.83K	0.37%	27
2019 Q2	$811K	Buy	10,168 +152	+2%	+$12.1K	0.39%	23
2019 Q1	$786K	Buy	+10,016	New	+$775K	0.42%	26

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

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Personal Wealth Partners's IJJ Position: Q4 2021 in Review

Personal Wealth Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2021, closing a stake of 2,709 shares — an estimated $279K sold.

Personal Wealth Partners first reported a position in IJJ in Q1 2019 and held it in 11 quarters. The position peaked at $862K in Q4 2019. 662 funds tracked by Wall St. Rank hold IJJ as of Q4 2021.

Personal Wealth Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2021 after selling out during the quarter.
Personal Wealth Partners sold 2,709 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2021, an estimated $279K.
Personal Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2019 and held it in 11 quarters.
Personal Wealth Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $862K in Q4 2019.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2021.

Based on Personal Wealth Partners's 13F filing for Q4 2021, filed 14 Feb 2022.