TCI Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

TCI Wealth 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	-472	Closed	-$48.5K	–	1154
2023 Q1	$48.5K	Sell	472 -3	-0.6%	-$321	0.01%	442
2022 Q4	$47.9K	Buy	475 +3	+0.6%	+$300	0.01%	423
2022 Q3	$42K	Hold	472	–	–	0.01%	414
2022 Q2	$45K	Hold	472	–	–	0.01%	394
2022 Q1	$52K	Hold	472	–	–	0.01%	401
2021 Q4	$52K	Hold	472	–	–	0.01%	405
2021 Q3	$49K	Hold	472	–	–	0.01%	430
2021 Q2	$50K	Hold	472	–	–	0.01%	390
2021 Q1	$48K	Hold	472	–	–	0.02%	360
2020 Q4	$41K	Hold	472	–	–	0.02%	371
2020 Q3	$32K	Hold	472	–	–	0.01%	376
2020 Q2	$31K	Hold	472	–	–	0.01%	377
2020 Q1	$26K	Sell	472 -1,372	-74%	-$103K	0.01%	414
2019 Q4	$157K	Buy	1,844 +1,000	+118%	+$82.2K	0.06%	202
2019 Q3	$67K	Hold	844	–	–	0.03%	276
2019 Q2	$67K	Hold	844	–	–	0.03%	268
2019 Q1	$66K	Hold	844	–	–	0.03%	296
2018 Q4	$58K	Hold	844	–	–	0.03%	292
2018 Q3	$71K	Hold	844	–	–	0.03%	281
2018 Q2	$68K	Hold	844	–	–	0.03%	278
2018 Q1	$65K	Sell	844 -110	-12%	-$8.72K	0.03%	280
2017 Q4	$76K	Hold	954	–	–	0.03%	274
2017 Q3	$73K	Buy	954 +110	+13%	+$8.16K	0.04%	257
2017 Q2	$63K	Buy	+844	New	+$62.4K	0.03%	276
2015 Q2	–	Sell	-40	Closed	-$3K	–	979
2015 Q1	$3K	Buy	+40	New	+$2.57K	﹤0.01%	667

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

TCI Wealth Advisors's IJJ Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2023, closing a stake of 472 shares — an estimated $48.5K sold.

TCI Wealth Advisors first reported a position in IJJ in Q1 2015 and held it in 25 quarters. The position peaked at $157K in Q4 2019. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 472 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $48.5K.
TCI Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2015 and held it in 25 quarters.
TCI Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $157K in Q4 2019.
679 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.