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

Weaver Consulting Group’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 Q4	–	Sell	-880	Closed	-$59K	–	487
2020 Q3	$59K	Hold	880	–	–	0.03%	243
2020 Q2	$59K	Hold	880	–	–	0.03%	240
2020 Q1	$48K	Hold	880	–	–	0.03%	229
2019 Q4	$70K	Hold	880	–	–	0.04%	201
2019 Q3	$72K	Hold	880	–	–	0.04%	194
2019 Q2	$70K	Hold	880	–	–	0.04%	186
2019 Q1	$69K	Buy	+880	New	+$68.1K	0.02%	408

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Weaver Consulting Group's IJJ Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2020, closing a stake of 880 shares — an estimated $59K sold.

Weaver Consulting Group first reported a position in IJJ in Q1 2019 and held it in 7 quarters. The position peaked at $72K in Q3 2019. 535 funds tracked by Wall St. Rank hold IJJ as of Q4 2020.

Weaver Consulting Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 880 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2020, an estimated $59K.
Weaver Consulting Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $72K in Q3 2019.
535 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.