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

Ten Capital 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	$466K	Buy	4,350 +3,679	+548%	+$374K	0.14%	61
2023 Q1	$69K	Buy	+671	New	+$71.7K	0.02%	197
2021 Q3	–	Sell	-7,296	Closed	-$769K	–	461
2021 Q2	$769K	Sell	7,296 -1,494	-17%	-$160K	0.17%	83
2021 Q1	$895K	Sell	8,790 -272	-3%	-$26K	0.22%	72
2020 Q4	$782K	Hold	9,062	–	–	0.22%	72
2020 Q3	$611K	Buy	+9,062	New	+$626K	0.21%	67

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 $18.1B AUM 24.63% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ten Capital Wealth Advisors's IJJ Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 548% in Q2 2023, buying an estimated $374K and bringing the position to 4,350 shares worth $466K. The position accounts for 0.14% of the portfolio, ranked #61.

Ten Capital Wealth Advisors first reported a position in IJJ in Q3 2020 and has held it in 6 quarters since. The position peaked at $895K in Q1 2021. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

Ten Capital Wealth Advisors held 4,350 shares of iShares S&P Mid-Cap 400 Value ETF worth $466K as of Q2 2023.
Ten Capital Wealth Advisors bought 3,679 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $374K.
iShares S&P Mid-Cap 400 Value ETF made up 0.14% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #61 holding.
Ten Capital Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2020 and has held it in 6 quarters since.
Ten Capital Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $895K in Q1 2021.
679 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.