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Sullivan, Bruyette, Speros & Blaney’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2020
Q1 		– Sell
-1,354
Closed -$116K – 322
2019
Q4 		$116K Sell
1,354
-658
-33% -$54.1K 0.01% 325
2019
Q3 		$161K Buy
+2,012
New +$158K 0.01% 271

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's IJJ Position: Q1 2020 in Review

Sullivan, Bruyette, Speros & Blaney sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2020, closing a stake of 1,354 shares — an estimated $116K sold.

Sullivan, Bruyette, Speros & Blaney first reported a position in IJJ in Q3 2019 and held it in 2 quarters. The position peaked at $161K in Q3 2019. 467 funds tracked by Wall St. Rank hold IJJ as of Q1 2020.

  • Sullivan, Bruyette, Speros & Blaney reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Sullivan, Bruyette, Speros & Blaney sold 1,354 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2020, an estimated $116K.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2019 and held it in 2 quarters.
  • Sullivan, Bruyette, Speros & Blaney's iShares S&P Mid-Cap 400 Value ETF position peaked at $161K in Q3 2019.
  • 467 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2020.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2020, filed 5 May 2020.