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

Your Advocates Ltd’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 Q4	–	Sell	-120	Closed	-$11K	–	223
2022 Q3	$11K	Hold	120	–	–	0.01%	80
2022 Q2	$11K	Sell	120 -50	-29%	-$5.1K	0.01%	85
2022 Q1	$19K	Sell	170 -36	-17%	-$3.88K	0.01%	77
2021 Q4	$23K	Hold	206	–	–	0.01%	59
2021 Q3	$21K	Buy	206 +170	+472%	+$17.9K	0.01%	65
2021 Q2	$4K	Hold	36	–	–	﹤0.01%	103
2021 Q1	$4K	Sell	36 -370	-91%	-$35.3K	﹤0.01%	105
2020 Q4	$35K	Hold	406	–	–	0.03%	46
2020 Q3	$27K	Hold	406	–	–	0.02%	48
2020 Q2	$27K	Hold	406	–	–	0.02%	53
2020 Q1	$22K	Buy	+406	New	+$30.5K	0.02%	49

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Your Advocates Ltd's IJJ Position: Q4 2022 in Review

Your Advocates Ltd sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2022, closing a stake of 120 shares — an estimated $11K sold.

Your Advocates Ltd first reported a position in IJJ in Q1 2020 and held it in 11 quarters. The position peaked at $35K in Q4 2020. 690 funds tracked by Wall St. Rank hold IJJ as of Q4 2022.

Your Advocates Ltd reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2022 after selling out during the quarter.
Your Advocates Ltd sold 120 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2022, an estimated $11K.
Your Advocates Ltd first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2020 and held it in 11 quarters.
Your Advocates Ltd's iShares S&P Mid-Cap 400 Value ETF position peaked at $35K in Q4 2020.
690 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2022.

Based on Your Advocates Ltd's 13F filing for Q4 2022, filed 30 Jan 2023.