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

Tranquility 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
2020 Q1	–	Sell	-3,092	Closed	-$264K	–	147
2019 Q4	$264K	Hold	3,092	–	–	0.24%	119
2019 Q3	$247K	Hold	3,092	–	–	0.26%	123
2019 Q2	$247K	Buy	+3,092	New	+$245K	0.27%	120

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tranquility Partners's IJJ Position: Q1 2020 in Review

Tranquility Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2020, closing a stake of 3,092 shares — an estimated $264K sold.

Tranquility Partners first reported a position in IJJ in Q2 2019 and held it in 3 quarters. The position peaked at $264K in Q4 2019. 467 funds tracked by Wall St. Rank hold IJJ as of Q1 2020.

Tranquility Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2020 after selling out during the quarter.
Tranquility Partners sold 3,092 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2020, an estimated $264K.
Tranquility Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2019 and held it in 3 quarters.
Tranquility Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $264K in Q4 2019.
467 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2020.

Based on Tranquility Partners's 13F filing for Q1 2020, filed 20 Apr 2020.