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

Westshore Wealth’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
2019 Q4	$361K	Buy	+4,230	New	+$348K	0.4%	55

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Westshore Wealth's IJJ Position: Q4 2019 in Review

Westshore Wealth opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2019: 4,230 shares worth $361K. The stake represents 0.4% of the portfolio and ranks #55 among its holdings.

542 funds tracked by Wall St. Rank hold IJJ as of Q4 2019.

Westshore Wealth held 4,230 shares of iShares S&P Mid-Cap 400 Value ETF worth $361K as of Q4 2019.
iShares S&P Mid-Cap 400 Value ETF was a new Westshore Wealth position in Q4 2019.
iShares S&P Mid-Cap 400 Value ETF made up 0.4% of Westshore Wealth's portfolio in Q4 2019, its #55 holding.
542 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2019.

Based on Westshore Wealth's 13F filing for Q4 2019, filed 30 Mar 2020.