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

TFO Wealth Partners’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	-248	Closed	-$23K	–	302
2022 Q2	$23K	Buy	+248	New	+$25.3K	0.01%	84
2020 Q4	–	Sell	-70	Closed	-$5K	–	116
2020 Q3	$5K	Buy	+70	New	+$4.84K	﹤0.01%	101

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 $374B AUM 17.66% 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

TFO Wealth Partners's IJJ Position: Q3 2022 in Review

TFO Wealth Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2022, closing a stake of 248 shares — an estimated $23K sold.

TFO Wealth Partners first reported a position in IJJ in Q3 2020 and held it in 2 quarters. The position peaked at $23K in Q2 2022. 625 funds tracked by Wall St. Rank hold IJJ as of Q3 2022.

TFO Wealth Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 248 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2022, an estimated $23K.
TFO Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2020 and held it in 2 quarters.
TFO Wealth Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $23K in Q2 2022.
625 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.