QCIG
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Quad-Cities Investment Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Quad-Cities Investment 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
2019
Q4 		– Sell
-232
Closed -$18K – 415
2019
Q3 		$18K Buy
232
+54
+30% +$4.25K 0.02% 506
2019
Q2 		$14K Hold
178
– – 0.01% 561
2019
Q1 		$14K Buy
+178
New +$13.8K 0.01% 551

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Quad-Cities Investment Group's IJJ Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2019, closing a stake of 232 shares — an estimated $18K sold.

Quad-Cities Investment Group first reported a position in IJJ in Q1 2019 and held it in 3 quarters. The position peaked at $18K in Q3 2019. 542 funds tracked by Wall St. Rank hold IJJ as of Q4 2019.

  • Quad-Cities Investment Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2019 after selling out during the quarter.
  • Quad-Cities Investment Group sold 232 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2019, an estimated $18K.
  • Quad-Cities Investment Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2019 and held it in 3 quarters.
  • Quad-Cities Investment Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $18K in Q3 2019.
  • 542 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.