Baron Financial Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Baron Financial Group’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 Q3	–	Sell	-24	Closed	-$2.27K	–	118
2022 Q2	$2.27K	Hold	24	–	–	﹤0.01%	186
2022 Q1	$2.63K	Hold	24	–	–	﹤0.01%	197
2021 Q4	$2.66K	Hold	24	–	–	﹤0.01%	199
2021 Q3	$2.47K	Hold	24	–	–	﹤0.01%	206
2021 Q2	$2.53K	Sell	24 -10	-29%	-$1.07K	﹤0.01%	217
2021 Q1	$3.47K	Hold	34	–	–	﹤0.01%	210
2020 Q4	$2.93K	Hold	34	–	–	﹤0.01%	222
2020 Q3	$2.29K	Buy	+34	New	+$2.35K	﹤0.01%	235

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

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

Baron Financial Group's IJJ Position: Q3 2022 in Review

Baron Financial Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2022, closing a stake of 24 shares — an estimated $2.27K sold.

Baron Financial Group first reported a position in IJJ in Q3 2020 and held it in 8 quarters. The position peaked at $3.47K in Q1 2021. 625 funds tracked by Wall St. Rank hold IJJ as of Q3 2022.

Baron Financial Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 24 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2022, an estimated $2.27K.
Baron Financial Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2020 and held it in 8 quarters.
Baron Financial Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $3.47K in Q1 2021.
625 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.