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

San Luis 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
2022
Q2 		– Sell
-8
Closed -$1K – 245
2022
Q1 		$1K Buy
+8
New +$863 ﹤0.01% 435

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

San Luis Wealth Advisors's IJJ Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2022, closing a stake of 8 shares — an estimated $1K sold.

San Luis Wealth Advisors first reported a position in IJJ in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 646 funds tracked by Wall St. Rank hold IJJ as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 8 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $1K.
  • San Luis Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $1K in Q1 2022.
  • 646 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.