Relaxing Retirement Coach’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Relaxing Retirement Coach’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
2023 Q2	$208K	Buy	+1,940	New	+$197K	0.06%	72
2022 Q2	–	Sell	-1,940	Closed	-$213K	–	60
2022 Q1	$213K	Hold	1,940	–	–	0.11%	52
2021 Q4	$215K	Buy	+1,940	New	+$211K	0.12%	54
2021 Q3	–	Sell	-1,940	Closed	-$204K	–	48
2021 Q2	$204K	Buy	+1,940	New	+$207K	0.17%	46
2020 Q4	–	Sell	-3,880	Closed	-$262K	–	50
2020 Q3	$262K	Buy	+3,880	New	+$268K	0.11%	53

Other funds holding IJJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Relaxing Retirement Coach's IJJ Position: Q2 2023 in Review

Relaxing Retirement Coach opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2023: 1,940 shares worth $208K. The stake represents 0.06% of the portfolio and ranks #72 among its holdings. This is a return to the name: Relaxing Retirement Coach previously reported a position in IJJ as recently as Q1 2022.

Relaxing Retirement Coach first reported a position in IJJ in Q3 2020 and has held it in 5 quarters since. The position peaked at $262K in Q3 2020. 678 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

Relaxing Retirement Coach held 1,940 shares of iShares S&P Mid-Cap 400 Value ETF worth $208K as of Q2 2023.
iShares S&P Mid-Cap 400 Value ETF was a new Relaxing Retirement Coach position in Q2 2023.
iShares S&P Mid-Cap 400 Value ETF made up 0.06% of Relaxing Retirement Coach's portfolio in Q2 2023, its #72 holding.
Relaxing Retirement Coach first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2020 and has held it in 5 quarters since.
Relaxing Retirement Coach's iShares S&P Mid-Cap 400 Value ETF position peaked at $262K in Q3 2020.
678 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.