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

Beaumont Capital 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	-2,047	Closed	-$232K	–	51
2024 Q2	$232K	Buy	+2,047	New	+$233K	0.18%	46
2023 Q2	–	Sell	-5,719	Closed	-$588K	–	41
2023 Q1	$588K	Buy	+5,719	New	+$611K	0.41%	35
2021 Q4	–	Sell	-5,885	Closed	-$606K	–	49
2021 Q3	$606K	Buy	+5,885	New	+$618K	0.52%	25

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

Beaumont Capital Management's IJJ Position: Q3 2024 in Review

Beaumont Capital Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2024, closing a stake of 2,047 shares — an estimated $232K sold.

Beaumont Capital Management first reported a position in IJJ in Q3 2021 and held it in 3 quarters. The position peaked at $606K in Q3 2021. 756 funds tracked by Wall St. Rank hold IJJ as of Q3 2024.

Beaumont Capital Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2024 after selling out during the quarter.
Beaumont Capital Management sold 2,047 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2024, an estimated $232K.
Beaumont Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2021 and held it in 3 quarters.
Beaumont Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $606K in Q3 2021.
756 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2024.

Based on Beaumont Capital Management's 13F filing for Q3 2024, filed 5 Nov 2024.