Plancorp LLC’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Plancorp LLC’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
2020 Q1	–	Sell	-2,474	Closed	-$211K	–	173
2019 Q4	$211K	Buy	+2,474	New	+$203K	0.06%	184
2019 Q1	–	Sell	-3,590	Closed	-$248K	–	177
2018 Q4	$248K	Hold	3,590	–	–	0.11%	132
2018 Q3	$300K	Hold	3,590	–	–	0.12%	132
2018 Q2	$291K	Hold	3,590	–	–	0.12%	133
2018 Q1	$277K	Sell	3,590 -200	-5%	-$15.9K	0.09%	134
2017 Q4	$303K	Hold	3,790	–	–	0.1%	129
2017 Q3	$289K	Hold	3,790	–	–	0.09%	128
2017 Q2	$281K	Buy	+3,790	New	+$280K	0.08%	131

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Plancorp LLC's IJJ Position: Q1 2020 in Review

Plancorp LLC sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2020, closing a stake of 2,474 shares — an estimated $211K sold.

Plancorp LLC first reported a position in IJJ in Q2 2017 and held it in 8 quarters. The position peaked at $303K in Q4 2017. 467 funds tracked by Wall St. Rank hold IJJ as of Q1 2020.

Plancorp LLC reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2020 after selling out during the quarter.
Plancorp LLC sold 2,474 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2020, an estimated $211K.
Plancorp LLC first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2017 and held it in 8 quarters.
Plancorp LLC's iShares S&P Mid-Cap 400 Value ETF position peaked at $303K in Q4 2017.
467 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2020.

Based on Plancorp LLC's 13F filing for Q1 2020, filed 14 May 2020.