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Wealthspire Advisors (Maryland)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$474K Sell
7,022
-1,224
-15% -$84.6K 0.02% 283
2020
Q2 		$548K Sell
8,246
-1,752
-18% -$110K 0.04% 239
2020
Q1 		$549K Buy
9,998
+1,928
+24% +$145K 0.05% 219
2019
Q4 		$689K Sell
8,070
-424
-5% -$34.8K 0.05% 221
2019
Q3 		$679K Sell
8,494
-932
-10% -$73.4K 0.05% 209
2019
Q2 		$752K Buy
9,426
+116
+1% +$9.2K 0.06% 180
2019
Q1 		$731K Sell
9,310
-4,562
-33% -$353K 0.06% 184
2018
Q4 		$959K Buy
13,872
+214
+2% +$16.4K 0.09% 126
2018
Q3 		$1.14M Sell
13,658
-254
-2% -$21.2K 0.09% 127
2018
Q2 		$1.13M Sell
13,912
-428
-3% -$34.2K 0.1% 119
2018
Q1 		$1.11M Sell
14,340
-92
-0.6% -$7.3K 0.1% 117
2017
Q4 		$1.16M Buy
14,432
+374
+3% +$29.2K 0.11% 121
2017
Q3 		$1.07M Sell
14,058
-326
-2% -$24.2K 0.12% 123
2017
Q2 		$1.07M Sell
14,384
-2,580
-15% -$191K 0.13% 116
2017
Q1 		$1.26M Sell
16,964
-5,444
-24% -$404K 0.18% 85
2016
Q4 		$1.63M Buy
22,408
+152
+0.7% +$10.5K 0.24% 64
2016
Q3 		$1.48M Buy
22,256
+4,648
+26% +$307K 0.23% 68
2016
Q2 		$1.13M Sell
17,608
-2,942
-14% -$185K 0.19% 87
2016
Q1 		$1.27M Buy
20,550
+30
+0.1% +$1.7K 0.22% 73
2015
Q4 		$1.2M Buy
+20,520
New +$1.24M 0.22% 75

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IJJ Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 15% in Q3 2020, selling an estimated $84.6K and leaving 7,022 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #283.

Wealthspire Advisors (Maryland) first reported a position in IJJ in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.63M in Q4 2016. 462 funds tracked by Wall St. Rank hold IJJ as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 7,022 shares of iShares S&P Mid-Cap 400 Value ETF worth $474K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 1,224 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2020, an estimated $84.6K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #283 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s iShares S&P Mid-Cap 400 Value ETF position peaked at $1.63M in Q4 2016.
  • 462 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.