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

TRUE Private 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
2021 Q2	–	Sell	-1,994	Closed	-$203K	–	243
2021 Q1	$203K	Buy	+1,994	New	+$190K	0.03%	223
2018 Q4	–	Sell	-250	Closed	-$21K	–	568
2018 Q3	$21K	Buy	+250	New	+$20.9K	﹤0.01%	596

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

TRUE Private Wealth Advisors's IJJ Position: Q2 2021 in Review

TRUE Private Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2021, closing a stake of 1,994 shares — an estimated $203K sold.

TRUE Private Wealth Advisors first reported a position in IJJ in Q3 2018 and held it in 2 quarters. The position peaked at $203K in Q1 2021. 607 funds tracked by Wall St. Rank hold IJJ as of Q2 2021.

TRUE Private Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,994 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2021, an estimated $203K.
TRUE Private Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2018 and held it in 2 quarters.
TRUE Private Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $203K in Q1 2021.
607 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.