RiverTree Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

RiverTree Advisors’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
2022 Q1	–	Sell	-19,671	Closed	-$2.18M	–	39
2021 Q4	$2.18M	Buy	19,671 +1,308	+7%	+$142K	1.39%	24
2021 Q3	$1.89M	Buy	+18,363	New	+$1.93M	1.29%	26

Other funds holding IJJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RiverTree Advisors's IJJ Position: Q1 2022 in Review

RiverTree Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2022, closing a stake of 19,671 shares — an estimated $2.18M sold.

RiverTree Advisors first reported a position in IJJ in Q3 2021 and held it in 2 quarters. The position peaked at $2.18M in Q4 2021. 682 funds tracked by Wall St. Rank hold IJJ as of Q1 2022.

RiverTree Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2022 after selling out during the quarter.
RiverTree Advisors sold 19,671 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2022, an estimated $2.18M.
RiverTree Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2021 and held it in 2 quarters.
RiverTree Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.18M in Q4 2021.
682 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2022.

Based on RiverTree Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.