Sterling Investment Advisors (Pennsylvania)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-308	Closed	-$29K	–	285
2022 Q2	$29K	Hold	308	–	–	0.01%	287
2022 Q1	$34K	Hold	308	–	–	0.01%	301
2021 Q4	$34K	Hold	308	–	–	0.01%	298
2021 Q3	$32K	Hold	308	–	–	0.01%	303
2021 Q2	$32K	Hold	308	–	–	0.01%	304
2021 Q1	$31K	Hold	308	–	–	0.01%	276
2020 Q4	$27K	Hold	308	–	–	0.01%	281
2020 Q3	$21K	Hold	308	–	–	0.01%	292
2020 Q2	$20K	Hold	308	–	–	0.01%	296
2020 Q1	$16K	Hold	308	–	–	0.01%	288
2019 Q4	$26K	Hold	308	–	–	0.01%	271
2019 Q3	$25K	Hold	308	–	–	0.01%	270
2019 Q2	$25K	Hold	308	–	–	0.01%	274
2019 Q1	$24K	Hold	308	–	–	0.01%	278
2018 Q4	$21K	Sell	308 -308	-50%	-$23.5K	0.01%	272
2018 Q3	$52K	Buy	616 +308	+100%	+$25.7K	0.03%	216
2018 Q2	$24K	Buy	+308	New	+$24.6K	0.01%	274

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Sterling Investment Advisors (Pennsylvania)'s IJJ Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2022, closing a stake of 308 shares — an estimated $29K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in IJJ in Q2 2018 and held it in 17 quarters. The position peaked at $52K in Q3 2018. 625 funds tracked by Wall St. Rank hold IJJ as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 308 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2022, an estimated $29K.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2018 and held it in 17 quarters.
Sterling Investment Advisors (Pennsylvania)'s iShares S&P Mid-Cap 400 Value ETF position peaked at $52K in Q3 2018.
625 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.