RPg Family Wealth Advisory’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-1,994	Closed	-$219K	–	194
2022 Q1	$219K	Hold	1,994	–	–	0.09%	101
2021 Q4	$221K	Hold	1,994	–	–	0.09%	112
2021 Q3	$205K	Hold	1,994	–	–	0.09%	120
2021 Q2	$210K	Buy	+1,994	New	+$213K	0.09%	124
2020 Q4	$208K	Hold	2,414	–	–	0.1%	115
2020 Q3	$163K	Hold	2,414	–	–	0.09%	120
2020 Q2	$160K	Hold	2,414	–	–	0.1%	118
2020 Q1	$132K	Hold	2,414	–	–	0.1%	100
2019 Q4	$206K	Sell	2,414 -54	-2%	-$4.44K	0.12%	97
2019 Q3	$197K	Hold	2,468	–	–	0.12%	96
2019 Q2	$197K	Hold	2,468	–	–	0.12%	95
2019 Q1	$194K	Sell	2,468 -704	-22%	-$54.5K	0.11%	99
2018 Q4	$219K	Sell	3,172 -92	-3%	-$7.03K	0.21%	54
2018 Q3	$273K	Hold	3,264	–	–	0.21%	58
2018 Q2	$264K	Buy	+3,264	New	+$261K	0.21%	61
2016 Q1	–	Sell	-290	Closed	-$17K	–	270
2015 Q4	$17K	Buy	+290	New	+$17.6K	0.02%	162

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

RPg Family Wealth Advisory's IJJ Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2022, closing a stake of 1,994 shares — an estimated $219K sold.

RPg Family Wealth Advisory first reported a position in IJJ in Q4 2015 and held it in 16 quarters. The position peaked at $273K in Q3 2018. 646 funds tracked by Wall St. Rank hold IJJ as of Q2 2022.

RPg Family Wealth Advisory reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 1,994 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $219K.
RPg Family Wealth Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2015 and held it in 16 quarters.
RPg Family Wealth Advisory's iShares S&P Mid-Cap 400 Value ETF position peaked at $273K in Q3 2018.
646 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.