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

Tiedemann 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
2021 Q3	–	Sell	-11,899	Closed	-$1.25M	–	327
2021 Q2	$1.25M	Hold	11,899	–	–	0.05%	148
2021 Q1	$1.21M	Buy	11,899 +1	+0%	+$95	0.05%	145
2020 Q4	$1.03M	Sell	11,898 -870	-7%	-$68.3K	0.05%	147
2020 Q3	$862K	Sell	12,768 -6,352	-33%	-$439K	0.04%	187
2020 Q2	$1.27M	Hold	19,120	–	–	0.07%	145
2020 Q1	$1.05M	Hold	19,120	–	–	0.07%	149
2019 Q4	$1.63M	Sell	19,120 -36	-0.2%	-$2.96K	0.08%	128
2019 Q3	$1.53M	Buy	19,156 +36	+0.2%	+$2.83K	0.07%	138
2019 Q2	$1.52M	Buy	19,120 +4,820	+34%	+$382K	0.08%	125
2019 Q1	$1.12M	Hold	14,300	–	–	0.05%	204
2018 Q4	$989K	Buy	+14,300	New	+$1.09M	0.05%	211

Other funds holding IJJ

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Tiedemann Advisors's IJJ Position: Q3 2021 in Review

Tiedemann Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2021, closing a stake of 11,899 shares — an estimated $1.25M sold.

Tiedemann Advisors first reported a position in IJJ in Q4 2018 and held it in 11 quarters. The position peaked at $1.63M in Q4 2019. 610 funds tracked by Wall St. Rank hold IJJ as of Q3 2021.

Tiedemann Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2021 after selling out during the quarter.
Tiedemann Advisors sold 11,899 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2021, an estimated $1.25M.
Tiedemann Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and held it in 11 quarters.
Tiedemann Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.63M in Q4 2019.
610 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2021.

Based on Tiedemann Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.