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

BDO Wealth Advisors’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	$942K	Sell	8,793 -295	-3%	-$30K	0.11%	134
2023 Q1	$934K	Buy	9,088 +1	+0%	+$107	0.11%	130
2022 Q4	$916K	Sell	9,087 -43	-0.5%	-$4.29K	0.11%	134
2022 Q3	$822K	Sell	9,130 -428	-4%	-$42.6K	0.11%	137
2022 Q2	$902K	Sell	9,558 -173	-2%	-$17.6K	0.11%	131
2022 Q1	$1.07M	Sell	9,731 -279	-3%	-$30.1K	0.11%	127
2021 Q4	$1.11M	Sell	10,010 -46	-0.5%	-$5.01K	0.12%	130
2021 Q3	$1.04M	Sell	10,056 -84	-0.8%	-$8.83K	0.11%	128
2021 Q2	$1.07M	Sell	10,140 -219	-2%	-$23.4K	0.12%	126
2021 Q1	$1.06M	Sell	10,359 -404	-4%	-$38.6K	0.12%	124
2020 Q4	$929K	Sell	10,763 -1,459	-12%	-$114K	0.13%	110
2020 Q3	$824K	Sell	12,222 -1,722	-12%	-$119K	0.13%	109
2020 Q2	$927K	Buy	13,944 +5,312	+62%	+$333K	0.16%	98
2020 Q1	$474K	Sell	8,632 -230	-3%	-$17.3K	0.1%	125
2019 Q4	$757K	Sell	8,862 -610	-6%	-$50.1K	0.2%	93
2019 Q3	$757K	Sell	9,472 -48	-0.5%	-$3.78K	0.19%	94
2019 Q2	$759K	Sell	9,520 -230	-2%	-$18.2K	0.21%	90
2019 Q1	$765K	Sell	9,750 -390	-4%	-$30.2K	0.22%	88
2018 Q4	$701K	Sell	10,140 -148	-1%	-$11.3K	0.24%	78
2018 Q3	$861K	Sell	10,288 -950	-8%	-$79.3K	0.28%	69
2018 Q2	$910K	Hold	11,238	–	–	0.31%	64
2018 Q1	$868K	Buy	11,238 +38	+0.3%	+$3.01K	0.33%	57
2017 Q4	$897K	Buy	11,200 +4,176	+59%	+$326K	0.4%	48
2017 Q3	$536K	Buy	7,024 +130	+2%	+$9.64K	0.27%	66
2017 Q2	$512K	Buy	+6,894	New	+$509K	0.22%	79

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 $16.5B AUM 19.94% 1-Year Est. Return

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

BDO Wealth Advisors's IJJ Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 3.2% in Q2 2023, selling an estimated $30K and leaving 8,793 shares worth $942K. The position accounts for 0.11% of the portfolio, ranked #134.

BDO Wealth Advisors first reported a position in IJJ in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.11M in Q4 2021. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

BDO Wealth Advisors held 8,793 shares of iShares S&P Mid-Cap 400 Value ETF worth $942K as of Q2 2023.
BDO Wealth Advisors sold 295 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $30K.
iShares S&P Mid-Cap 400 Value ETF made up 0.11% of BDO Wealth Advisors's portfolio in Q2 2023, its #134 holding.
BDO Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.11M in Q4 2021.
679 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.