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

Avion 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
2023
Q2 		– Sell
-202
Closed -$20K – 877
2023
Q1 		$20K Buy
+202
New +$21.6K 0.01% 213

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Avion Wealth's IJJ Position: Q2 2023 in Review

Avion Wealth sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2023, closing a stake of 202 shares — an estimated $20K sold.

Avion Wealth first reported a position in IJJ in Q1 2023 and held it in 1 quarter. The position peaked at $20K in Q1 2023. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

  • Avion Wealth reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2023 after selling out during the quarter.
  • Avion Wealth sold 202 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $20K.
  • Avion Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2023 and held it in 1 quarter.
  • Avion Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $20K in Q1 2023.
  • 679 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2023.

Based on Avion Wealth's 13F filing for Q2 2023, filed 14 Jul 2023.