PWP
IJJ icon

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

Principle 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
2020
Q3 		– Sell
-270
Closed -$18K – 281
2020
Q2 		$18K Buy
+270
New +$16.9K 0.01% 362

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Principle Wealth Partners's IJJ Position: Q3 2020 in Review

Principle Wealth Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2020, closing a stake of 270 shares — an estimated $18K sold.

Principle Wealth Partners first reported a position in IJJ in Q2 2020 and held it in 1 quarter. The position peaked at $18K in Q2 2020. 462 funds tracked by Wall St. Rank hold IJJ as of Q3 2020.

  • Principle Wealth Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 270 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2020, an estimated $18K.
  • Principle Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $18K in Q2 2020.
  • 462 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.