American State Bank (Iowa)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

American State Bank (Iowa)’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
2024 Q1	–	Sell	-350	Closed	-$39.9K	–	208
2023 Q4	$39.9K	Sell	350 -100	-22%	-$10.3K	0.03%	208
2023 Q3	$45.4K	Hold	450	–	–	0.03%	201
2023 Q2	$48.2K	Hold	450	–	–	0.03%	201
2023 Q1	$46.2K	Hold	450	–	–	0.03%	203
2022 Q4	$45.4K	Hold	450	–	–	0.04%	204
2022 Q3	$40.5K	Hold	450	–	–	0.04%	203
2022 Q2	$42.5K	Hold	450	–	–	0.03%	202
2022 Q1	$49.3K	Hold	450	–	–	0.03%	197
2021 Q4	$49.8K	Sell	450 -30	-6%	-$3.26K	0.03%	199
2021 Q3	$49.5K	Hold	480	–	–	0.04%	198
2021 Q2	$50.6K	Hold	480	–	–	0.04%	198
2021 Q1	$48.9K	Hold	480	–	–	0.04%	191
2020 Q4	$41.4K	Buy	+480	New	+$37.7K	0.04%	193

Other funds holding IJJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

American State Bank (Iowa)'s IJJ Position: Q1 2024 in Review

American State Bank (Iowa) sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2024, closing a stake of 350 shares — an estimated $39.9K sold.

American State Bank (Iowa) first reported a position in IJJ in Q4 2020 and held it in 13 quarters. The position peaked at $50.6K in Q2 2021. 730 funds tracked by Wall St. Rank hold IJJ as of Q1 2024.

American State Bank (Iowa) reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 350 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2024, an estimated $39.9K.
American State Bank (Iowa) first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 13 quarters.
American State Bank (Iowa)'s iShares S&P Mid-Cap 400 Value ETF position peaked at $50.6K in Q2 2021.
730 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.