San Francisco Sentry Investment Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

San Francisco Sentry 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
2021 Q2	$4K	Hold	36	–	–	﹤0.01%	586
2021 Q1	$4K	Hold	36	–	–	﹤0.01%	613
2020 Q4	$3K	Hold	36	–	–	﹤0.01%	596
2020 Q3	$2K	Hold	36	–	–	﹤0.01%	610
2020 Q2	$2K	Sell	36 -366	-91%	-$23K	﹤0.01%	600
2020 Q1	$22K	Sell	402 -474	-54%	-$35.6K	0.01%	380
2019 Q4	$75K	Hold	876	–	–	0.03%	330
2019 Q3	$70K	Hold	876	–	–	0.03%	331
2019 Q2	$70K	Sell	876 -246	-22%	-$19.5K	0.03%	331
2019 Q1	$88K	Hold	1,122	–	–	0.04%	331
2018 Q4	$78K	Hold	1,122	–	–	0.04%	319
2018 Q3	$94K	Sell	1,122 -170	-13%	-$14.2K	0.04%	323
2018 Q2	$105K	Buy	1,292 +366	+40%	+$29.3K	0.04%	298
2018 Q1	$72K	Hold	926	–	–	0.02%	405
2017 Q4	$74K	Buy	926 +266	+40%	+$20.8K	0.02%	394
2017 Q3	$50K	Buy	+660	New	+$48.9K	0.02%	432

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

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

San Francisco Sentry Investment Group's IJJ Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2021 at 36 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

San Francisco Sentry Investment Group first reported a position in IJJ in Q3 2017 and has held it in 16 quarters since. The position peaked at $105K in Q2 2018. 607 funds tracked by Wall St. Rank hold IJJ as of Q2 2021.

San Francisco Sentry Investment Group held 36 shares of iShares S&P Mid-Cap 400 Value ETF worth $4K as of Q2 2021.
San Francisco Sentry Investment Group left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2021.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #586 holding.
San Francisco Sentry Investment Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2017 and has held it in 16 quarters since.
San Francisco Sentry Investment Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $105K in Q2 2018.
607 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.