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

Boston Financial 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 Q4	$209K	Sell	1,670 -278	-14%	-$35.5K	0.01%	326
2024 Q3	$241K	Hold	1,948	–	–	0.01%	301
2024 Q2	$221K	Hold	1,948	–	–	0.01%	314
2024 Q1	$230K	Hold	1,948	–	–	0.01%	312
2023 Q4	$222K	Buy	+1,948	New	+$200K	0.01%	303
2023 Q3	–	Sell	-1,948	Closed	-$209K	–	308
2023 Q2	$209K	Sell	1,948 -109	-5%	-$11.1K	0.01%	300
2023 Q1	$211K	Sell	2,057 -20	-1%	-$2.14K	0.01%	298
2022 Q4	$209K	Buy	+2,077	New	+$207K	0.01%	307
2022 Q2	–	Sell	-1,937	Closed	-$212K	–	292
2022 Q1	$212K	Sell	1,937 -100	-5%	-$10.8K	0.01%	278
2021 Q4	$225K	Hold	2,037	–	–	0.01%	247
2021 Q3	$210K	Sell	2,037 -200	-9%	-$21K	0.01%	245
2021 Q2	$236K	Sell	2,237 -142	-6%	-$15.2K	0.01%	228
2021 Q1	$242K	Buy	+2,379	New	+$227K	0.01%	215
2020 Q3	–	Sell	-1,782	Closed	-$118K	–	256
2020 Q2	$118K	Buy	+1,782	New	+$112K	0.01%	270

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 $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Boston Financial Management's IJJ Position: Q4 2024 in Review

Boston Financial Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 14% in Q4 2024, selling an estimated $35.5K and leaving 1,670 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #326.

Boston Financial Management first reported a position in IJJ in Q2 2020 and has held it in 14 quarters since. The position peaked at $242K in Q1 2021. 826 funds tracked by Wall St. Rank hold IJJ as of Q4 2024.

Boston Financial Management held 1,670 shares of iShares S&P Mid-Cap 400 Value ETF worth $209K as of Q4 2024.
Boston Financial Management sold 278 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2024, an estimated $35.5K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #326 holding.
Boston Financial Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2020 and has held it in 14 quarters since.
Boston Financial Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $242K in Q1 2021.
826 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.