Piershale Financial Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Piershale Financial Group’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
2023 Q2	–	Sell	-20	Closed	-$2.06K	–	279
2023 Q1	$2.06K	Buy	+20	New	+$2.14K	﹤0.01%	239
2022 Q1	–	Sell	-257,982	Closed	-$28.6M	–	14
2021 Q4	$28.6M	Buy	257,982 +100,751	+64%	+$11M	10.89%	5
2021 Q3	$16.2M	Sell	157,231 -131,825	-46%	-$13.9M	6.68%	8
2021 Q2	$30.4M	Buy	289,056 +4,907	+2%	+$524K	11.99%	2
2021 Q1	$29M	Buy	+284,149	New	+$27.1M	12.53%	3
2016 Q4	–	Sell	-282	Closed	-$19K	–	69
2016 Q3	$19K	Hold	282	–	–	0.01%	64
2016 Q2	$18K	Sell	282 -406,174	-100%	-$25.6M	0.01%	69
2016 Q1	$25.2M	Buy	406,456 +406,106	+116,030%	+$23M	14.87%	5
2015 Q4	$21K	Buy	+350	New	+$21.2K	0.01%	72
2015 Q3	–	Sell	-2	Closed	-$122	–	151
2015 Q2	$0	Hold	2	–	–	﹤0.01%	121
2015 Q1	$0	Hold	2	–	–	﹤0.01%	148
2014 Q4	$0	Sell	2 -97,132	-100%	-$6.02M	﹤0.01%	155
2014 Q3	$5.84M	Sell	97,134 -6,340	-6%	-$396K	4.68%	11
2014 Q2	$6.57M	Buy	+103,474	New	+$6.3M	5.37%	7

Other funds holding IJJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Piershale Financial Group's IJJ Position: Q2 2023 in Review

Piershale Financial Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2023, closing a stake of 20 shares — an estimated $2.06K sold.

Piershale Financial Group first reported a position in IJJ in Q2 2014 and held it in 14 quarters. The position peaked at $30.4M in Q2 2021. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

Piershale Financial Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2023 after selling out during the quarter.
Piershale Financial Group sold 20 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $2.06K.
Piershale Financial Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2014 and held it in 14 quarters.
Piershale Financial Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $30.4M in Q2 2021.
679 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.