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Bowman & Company’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bowman & Company’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
Q2 		– Sell
-1,890
Closed -$207K – 83
2022
Q1 		$207K Hold
1,890
– – 0.16% 79
2021
Q4 		$209K Buy
+1,890
New +$206K 0.16% 78

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bowman & Company's IJJ Position: Q2 2022 in Review

Bowman & Company sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2022, closing a stake of 1,890 shares — an estimated $207K sold.

Bowman & Company first reported a position in IJJ in Q4 2021 and held it in 2 quarters. The position peaked at $209K in Q4 2021. 646 funds tracked by Wall St. Rank hold IJJ as of Q2 2022.

  • Bowman & Company reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Bowman & Company sold 1,890 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $207K.
  • Bowman & Company first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 2 quarters.
  • Bowman & Company's iShares S&P Mid-Cap 400 Value ETF position peaked at $209K in Q4 2021.
  • 646 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2022.

Based on Bowman & Company's 13F filing for Q2 2022, filed 29 Jul 2022.