Walter & Keenan Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Walter & Keenan Wealth Management’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 Q2	–	Sell	-8,064	Closed	-$416K	–	162
2020 Q1	$416K	Buy	+8,064	New	+$606K	0.17%	69

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Walter & Keenan Wealth Management's IJJ Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2020, closing a stake of 8,064 shares — an estimated $416K sold.

Walter & Keenan Wealth Management first reported a position in IJJ in Q1 2020 and held it in 1 quarter. The position peaked at $416K in Q1 2020. 452 funds tracked by Wall St. Rank hold IJJ as of Q2 2020.

Walter & Keenan Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2020 after selling out during the quarter.
Walter & Keenan Wealth Management sold 8,064 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2020, an estimated $416K.
Walter & Keenan Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2020 and held it in 1 quarter.
Walter & Keenan Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $416K in Q1 2020.
452 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.