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Private Wealth Advisors (Pennsylvania)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
-10,016
Closed -$841K – 109
2019
Q4 		$841K Buy
10,016
+3,718
+59% +$306K 0.45% 60
2019
Q3 		$504K Sell
6,298
-4,460
-41% -$351K 0.26% 87
2019
Q2 		$858K Buy
10,758
+4
+0% +$317 0.3% 78
2019
Q1 		$844K Buy
10,754
+4
+0% +$310 0.32% 78
2018
Q4 		$744K Buy
10,750
+694
+7% +$53.1K 0.32% 75
2018
Q3 		$841K Sell
10,056
-266
-3% -$22.2K 0.31% 79
2018
Q2 		$836K Hold
10,322
– – 0.33% 76
2018
Q1 		$797K Sell
10,322
-416
-4% -$33K 0.32% 78
2017
Q4 		$860K Buy
10,738
+612
+6% +$47.8K 0.33% 79
2017
Q3 		$773K Buy
10,126
+64
+0.6% +$4.75K 0.32% 80
2017
Q2 		$747K Buy
10,062
+704
+8% +$52K 0.32% 80
2017
Q1 		$695K Buy
9,358
+1,004
+12% +$74.5K 0.31% 79
2016
Q4 		$607K Sell
8,354
-716
-8% -$49.5K 0.28% 82
2016
Q3 		$603K Buy
9,070
+6
+0.1% +$396 0.29% 84
2016
Q2 		$580K Sell
9,064
-796
-8% -$50.1K 0.28% 83
2016
Q1 		$612K Sell
9,860
-554
-5% -$31.4K 0.33% 78
2015
Q4 		$610K Buy
10,414
+10
+0.1% +$605 0.34% 74
2015
Q3 		$600K Hold
10,404
– – 0.3% 87
2015
Q2 		$671K Buy
10,404
+4
+0% +$264 0.3% 84
2015
Q1 		$681K Sell
10,400
-1,398
-12% -$89.9K 0.32% 75
2014
Q4 		$754K Buy
11,798
+6
+0.1% +$372 0.36% 72
2014
Q3 		$709K Buy
11,792
+4
+0% +$250 0.37% 72
2014
Q2 		$748K Buy
11,788
+4
+0% +$243 0.38% 73
2014
Q1 		$710K Buy
11,784
+2
+0% +$117 0.39% 74
2013
Q4 		$685K Sell
11,782
-254
-2% -$14.3K 0.37% 73
2013
Q3 		$650K Buy
12,036
+666
+6% +$35.5K 0.38% 70
2013
Q2 		$576K Buy
+11,370
New +$575K 0.36% 72

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s IJJ Position: Q1 2020 in Review

Private Wealth Advisors (Pennsylvania) sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2020, closing a stake of 10,016 shares — an estimated $841K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in IJJ in Q2 2013 and held it in 27 quarters. The position peaked at $860K in Q4 2017. 467 funds tracked by Wall St. Rank hold IJJ as of Q1 2020.

  • Private Wealth Advisors (Pennsylvania) reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 10,016 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2020, an estimated $841K.
  • Private Wealth Advisors (Pennsylvania) first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and held it in 27 quarters.
  • Private Wealth Advisors (Pennsylvania)'s iShares S&P Mid-Cap 400 Value ETF position peaked at $860K 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 Private Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 7 May 2020.