Vontobel Holding
IJJ icon

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

Vontobel Holding’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
Q4 		– Sell
-1,313
Closed -$135K – 1135
2021
Q3 		$135K Hold
1,313
– – ﹤0.01% 1071
2021
Q2 		$138K Buy
+1,313
New +$140K ﹤0.01% 1058

Other funds holding IJJ

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Vontobel Holding's IJJ Position: Q4 2021 in Review

Vontobel Holding sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2021, closing a stake of 1,313 shares — an estimated $135K sold.

Vontobel Holding first reported a position in IJJ in Q2 2021 and held it in 2 quarters. The position peaked at $138K in Q2 2021. 662 funds tracked by Wall St. Rank hold IJJ as of Q4 2021.

  • Vontobel Holding reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2021 after selling out during the quarter.
  • Vontobel Holding sold 1,313 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2021, an estimated $135K.
  • Vontobel Holding first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2021 and held it in 2 quarters.
  • Vontobel Holding's iShares S&P Mid-Cap 400 Value ETF position peaked at $138K in Q2 2021.
  • 662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2021.

Based on Vontobel Holding's 13F filing for Q4 2021, filed 10 Feb 2022.