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

Bromfield Sneider 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
2024 Q1	$170K	Hold	1,440	–	–	0.11%	49
2023 Q4	$164K	Hold	1,440	–	–	0.11%	47
2023 Q3	$145K	Hold	1,440	–	–	0.11%	46
2023 Q2	$154K	Hold	1,440	–	–	0.12%	43
2023 Q1	$148K	Hold	1,440	–	–	0.12%	42
2022 Q4	$145K	Hold	1,440	–	–	0.13%	39
2022 Q3	$130K	Hold	1,440	–	–	0.15%	39
2022 Q2	$136K	Hold	1,440	–	–	0.17%	37
2022 Q1	$158K	Buy	+1,440	New	+$155K	0.17%	35

Other funds holding IJJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $495B AUM 43.24% 1-Year Est. Return

DADC

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's IJJ Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2024 at 1,440 shares worth $170K. The position accounts for 0.11% of the portfolio, ranked #49.

Bromfield Sneider Wealth Advisors first reported a position in IJJ in Q1 2022 and has held it in 9 quarters since. 730 funds tracked by Wall St. Rank hold IJJ as of Q1 2024.

Bromfield Sneider Wealth Advisors held 1,440 shares of iShares S&P Mid-Cap 400 Value ETF worth $170K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2024.
iShares S&P Mid-Cap 400 Value ETF made up 0.11% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #49 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and has held it in 9 quarters since.
730 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.