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

Sheaff Brock Investment 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
2023 Q2	–	Sell	-2,600	Closed	-$267K	–	510
2023 Q1	$267K	Buy	+2,600	New	+$278K	0.02%	379
2021 Q4	–	Sell	-2,233	Closed	-$230K	–	563
2021 Q3	$230K	Hold	2,233	–	–	0.02%	457
2021 Q2	$235K	Hold	2,233	–	–	0.02%	422
2021 Q1	$228K	Buy	+2,233	New	+$213K	0.02%	413
2017 Q3	–	Sell	-4,516	Closed	-$335K	–	592
2017 Q2	$335K	Sell	4,516 -2,058	-31%	-$152K	0.04%	358
2017 Q1	$488K	Buy	6,574 +334	+5%	+$24.8K	0.06%	288
2016 Q4	$453K	Buy	+6,240	New	+$432K	0.06%	296

Other funds holding IJJ

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Sheaff Brock Investment Advisors's IJJ Position: Q2 2023 in Review

Sheaff Brock Investment Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2023, closing a stake of 2,600 shares — an estimated $267K sold.

Sheaff Brock Investment Advisors first reported a position in IJJ in Q4 2016 and held it in 7 quarters. The position peaked at $488K in Q1 2017. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

Sheaff Brock Investment Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2023 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 2,600 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $267K.
Sheaff Brock Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2016 and held it in 7 quarters.
Sheaff Brock Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $488K in Q1 2017.
679 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.