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

Win Advisors’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
2022 Q2	–	Sell	-639	Closed	-$70K	–	184
2022 Q1	$70K	Buy	+639	New	+$69K	0.02%	86

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Win Advisors's IJJ Position: Q2 2022 in Review

Win Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2022, closing a stake of 639 shares — an estimated $70K sold.

Win Advisors first reported a position in IJJ in Q1 2022 and held it in 1 quarter. The position peaked at $70K in Q1 2022. 646 funds tracked by Wall St. Rank hold IJJ as of Q2 2022.

Win Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2022 after selling out during the quarter.
Win Advisors sold 639 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $70K.
Win Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and held it in 1 quarter.
Win Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $70K in Q1 2022.
646 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2022.

Based on Win Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.