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

Bartlett & Co Wealth 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
2024
Q3 		– Sell
-129
Closed -$14.6K – 1145
2024
Q2 		$14.6K Buy
+129
New +$14.7K ﹤0.01% 866
2021
Q3 		– Sell
-148
Closed -$15.6K – 1000
2021
Q2 		$15.6K Hold
148
– – ﹤0.01% 650
2021
Q1 		$15.1K Hold
148
– – ﹤0.01% 693
2020
Q4 		$12.8K Buy
+148
New +$11.6K ﹤0.01% 706

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

Bartlett & Co Wealth Management's IJJ Position: Q3 2024 in Review

Bartlett & Co Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2024, closing a stake of 129 shares — an estimated $14.6K sold.

Bartlett & Co Wealth Management first reported a position in IJJ in Q4 2020 and held it in 4 quarters. The position peaked at $15.6K in Q2 2021. 756 funds tracked by Wall St. Rank hold IJJ as of Q3 2024.

  • Bartlett & Co Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 129 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2024, an estimated $14.6K.
  • Bartlett & Co Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $15.6K in Q2 2021.
  • 756 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.