Swaine & Leidel Wealth Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Swaine & Leidel Wealth Services’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 Q1	$700K	Buy	+700	New	+$75.5K	0.54%	42
2021 Q3	$561K	Buy	+5,450	New	+$573K	0.5%	42
2021 Q1	$700K	Buy	+6,872	New	+$656K	0.45%	49

Other funds holding IJJ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Swaine & Leidel Wealth Services's IJJ Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2022: 700 shares worth $700K. The stake represents 0.54% of the portfolio and ranks #42 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in IJJ as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in IJJ in Q1 2021 and has held it in 3 quarters since. 681 funds tracked by Wall St. Rank hold IJJ as of Q1 2022.

Swaine & Leidel Wealth Services held 700 shares of iShares S&P Mid-Cap 400 Value ETF worth $700K as of Q1 2022.
iShares S&P Mid-Cap 400 Value ETF was a new Swaine & Leidel Wealth Services position in Q1 2022.
iShares S&P Mid-Cap 400 Value ETF made up 0.54% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #42 holding.
Swaine & Leidel Wealth Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2021 and has held it in 3 quarters since.
681 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.