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Spotlight Asset Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Spotlight Asset 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 		– Sell
-23,245
Closed -$2.37M – 137
2021
Q1 		$2.37M Buy
+23,245
New +$2.22M 0.89% 24

Other funds holding IJJ

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
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

Spotlight Asset Group's IJJ Position: Q2 2021 in Review

Spotlight Asset Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2021, closing a stake of 23,245 shares — an estimated $2.37M sold.

Spotlight Asset Group first reported a position in IJJ in Q1 2021 and held it in 1 quarter. The position peaked at $2.37M in Q1 2021. 607 funds tracked by Wall St. Rank hold IJJ as of Q2 2021.

  • Spotlight Asset Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2021 after selling out during the quarter.
  • Spotlight Asset Group sold 23,245 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2021, an estimated $2.37M.
  • Spotlight Asset Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2021 and held it in 1 quarter.
  • Spotlight Asset Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.37M in Q1 2021.
  • 607 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2021.

Based on Spotlight Asset Group's 13F filing for Q2 2021, filed 11 Aug 2021.