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

WealthStone’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 Q1	$530K	Sell	5,201 -48	-0.9%	-$4.58K	0.18%	87
2020 Q4	$453K	Sell	5,249 -303	-5%	-$23.8K	0.16%	89
2020 Q3	$374K	Buy	5,552 +400	+8%	+$27.6K	0.17%	83
2020 Q2	$342K	Hold	5,152	–	–	0.16%	101
2020 Q1	$283K	Sell	5,152 -2,438	-32%	-$183K	0.28%	23
2019 Q4	$650K	Hold	7,590	–	–	0.38%	21
2019 Q3	$607K	Buy	+7,590	New	+$597K	0.32%	30
2019 Q2	–	Hold	0	–	–	–	72

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

WealthStone's IJJ Position: Q1 2021 in Review

WealthStone reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.91% in Q1 2021, selling an estimated $4.58K and leaving 5,201 shares worth $530K. The position accounts for 0.18% of the portfolio, ranked #87.

WealthStone first reported a position in IJJ in Q3 2019 and has held it in 7 quarters since. The position peaked at $650K in Q4 2019. 587 funds tracked by Wall St. Rank hold IJJ as of Q1 2021.

WealthStone held 5,201 shares of iShares S&P Mid-Cap 400 Value ETF worth $530K as of Q1 2021.
WealthStone sold 48 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2021, an estimated $4.58K.
iShares S&P Mid-Cap 400 Value ETF made up 0.18% of WealthStone's portfolio in Q1 2021, its #87 holding.
WealthStone first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2019 and has held it in 7 quarters since.
WealthStone's iShares S&P Mid-Cap 400 Value ETF position peaked at $650K in Q4 2019.
587 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.