Baldrige Asset Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Baldrige Asset Management’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 Q1	$14K	Hold	135	–	–	0.01%	240
2022 Q4	$14K	Hold	135	–	–	0.01%	235
2022 Q3	$12K	Hold	135	–	–	0.01%	237
2022 Q2	$13K	Hold	135	–	–	0.01%	241
2022 Q1	$15K	Hold	135	–	–	0.01%	248
2021 Q4	$15K	Sell	135 -65	-33%	-$7.07K	0.01%	256
2021 Q3	$21K	Hold	200	–	–	0.01%	230
2021 Q2	$21K	Buy	+200	New	+$21.4K	0.01%	232

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Baldrige Asset Management's IJJ Position: Q1 2023 in Review

Baldrige Asset Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2023 at 135 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #240.

Baldrige Asset Management first reported a position in IJJ in Q2 2021 and has held it in 8 quarters since. The position peaked at $21K in Q3 2021. 684 funds tracked by Wall St. Rank hold IJJ as of Q1 2023.

Baldrige Asset Management held 135 shares of iShares S&P Mid-Cap 400 Value ETF worth $14K as of Q1 2023.
Baldrige Asset Management left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2023.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #240 holding.
Baldrige Asset Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $21K in Q3 2021.
684 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.