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

Ropes Wealth 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
2021 Q1	–	Sell	-1,686	Closed	-$146K	–	497
2020 Q4	$146K	Buy	1,686 +1,668	+9,267%	+$131K	0.02%	261
2020 Q3	$1K	Buy	+18	New	+$1.24K	﹤0.01%	588

Other funds holding IJJ

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Ropes Wealth Advisors's IJJ Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2021, closing a stake of 1,686 shares — an estimated $146K sold.

Ropes Wealth Advisors first reported a position in IJJ in Q3 2020 and held it in 2 quarters. The position peaked at $146K in Q4 2020. 587 funds tracked by Wall St. Rank hold IJJ as of Q1 2021.

Ropes Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 1,686 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2021, an estimated $146K.
Ropes Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2020 and held it in 2 quarters.
Ropes Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $146K in Q4 2020.
587 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.