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

Pinnacle Wealth 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 Q2	$2.54M	Buy	+24,142	New	+$2.58M	0.1%	155

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

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Pinnacle Wealth Advisors's IJJ Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2021: 24,142 shares worth $2.54M. The stake represents 0.1% of the portfolio and ranks #155 among its holdings.

607 funds tracked by Wall St. Rank hold IJJ as of Q2 2021.

Pinnacle Wealth Advisors held 24,142 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.54M as of Q2 2021.
iShares S&P Mid-Cap 400 Value ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares S&P Mid-Cap 400 Value ETF made up 0.1% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #155 holding.
607 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.