Prestige Wealth Management Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Prestige Wealth Management 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
2020 Q3	–	Sell	-6	Closed	–	–	897
2020 Q2	$0	Sell	6 -26	-81%	-$1.63K	﹤0.01%	911
2020 Q1	$2K	Sell	32 -6	-16%	-$451	﹤0.01%	642
2019 Q4	$3K	Hold	38	–	–	﹤0.01%	462
2019 Q3	$3K	Hold	38	–	–	﹤0.01%	456
2019 Q2	$3K	Sell	38 -406	-91%	-$32.2K	﹤0.01%	433
2019 Q1	$35K	Hold	444	–	–	0.02%	212
2018 Q4	$31K	Buy	+444	New	+$33.9K	0.02%	245

Other funds holding IJJ

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Prestige Wealth Management Group's IJJ Position: Q3 2020 in Review

Prestige Wealth Management Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2020, closing a stake of 6 shares.

Prestige Wealth Management Group first reported a position in IJJ in Q4 2018 and held it in 7 quarters. The position peaked at $35K in Q1 2019. 462 funds tracked by Wall St. Rank hold IJJ as of Q3 2020.

Prestige Wealth Management Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2020 after selling out during the quarter.
Prestige Wealth Management Group sold 6 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2020.
Prestige Wealth Management Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and held it in 7 quarters.
Prestige Wealth Management Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $35K in Q1 2019.
462 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2020.

Based on Prestige Wealth Management Group's 13F filing for Q3 2020, filed 26 Oct 2020.