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

Vickerman & Driscoll Financial 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
2020 Q1	$517K	Sell	9,420 -3,452	-27%	-$259K	0.32%	51
2019 Q4	$1.1M	Sell	12,872 -134	-1%	-$11K	0.56%	42
2019 Q3	$1.04M	Sell	13,006 -76	-0.6%	-$5.98K	0.57%	45
2019 Q2	$1.04M	Sell	13,082 -222	-2%	-$17.6K	0.58%	45
2019 Q1	$1.04M	Sell	13,304 -592	-4%	-$45.8K	0.59%	46
2018 Q4	$961K	Buy	13,896 +1,688	+14%	+$129K	0.75%	43
2018 Q3	$1.02M	Sell	12,208 -22	-0.2%	-$1.84K	0.71%	42
2018 Q2	$991K	Sell	12,230 -1,166	-9%	-$93.3K	0.72%	41
2018 Q1	$1.03M	Buy	13,396 +462	+4%	+$36.6K	0.76%	42
2017 Q4	$1.03M	Buy	+12,934	New	+$1.01M	0.81%	48

Other funds holding IJJ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's IJJ Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 27% in Q1 2020, selling an estimated $259K and leaving 9,420 shares worth $517K. The position accounts for 0.32% of the portfolio, ranked #51.

Vickerman & Driscoll Financial Advisors first reported a position in IJJ in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.1M in Q4 2019. 467 funds tracked by Wall St. Rank hold IJJ as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 9,420 shares of iShares S&P Mid-Cap 400 Value ETF worth $517K as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 3,452 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2020, an estimated $259K.
iShares S&P Mid-Cap 400 Value ETF made up 0.32% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #51 holding.
Vickerman & Driscoll Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.1M 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 Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.