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

Buckingham Strategic Wealth’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
Q2 		$1.71M Sell
15,105
-1,248
-8% -$142K 0.02% 256
2024
Q1 		$1.93M Sell
16,353
-1,424
-8% -$160K 0.02% 243
2023
Q4 		$2.03M Sell
17,777
-2,584
-13% -$266K 0.02% 231
2023
Q3 		$2.06M Sell
20,361
-671
-3% -$71.7K 0.03% 214
2023
Q2 		$2.25M Sell
21,032
-469
-2% -$47.6K 0.03% 209
2023
Q1 		$2.17M Hold
21,501
– – 0.04% 174
2022
Q4 		$2.17M Sell
21,501
-1,218
-5% -$122K 0.04% 174
2022
Q3 		$2.04M Buy
22,719
+77
+0.3% +$7.67K 0.04% 170
2022
Q2 		$2.14M Buy
22,642
+202
+0.9% +$20.6K 0.04% 169
2022
Q1 		$2.46M Sell
22,440
-1,672
-7% -$180K 0.05% 155
2021
Q4 		$2.67M Sell
24,112
-140
-0.6% -$15.2K 0.05% 154
2021
Q3 		$2.5M Sell
24,252
-1,281
-5% -$135K 0.05% 151
2021
Q2 		$2.69M Buy
25,533
+2,178
+9% +$233K 0.06% 146
2021
Q1 		$2.38M Sell
23,355
-6,836
-23% -$653K 0.12% 138
2020
Q4 		$2.6M Buy
30,191
+20,157
+201% +$1.58M 0.14% 127
2020
Q3 		$677K Buy
10,034
+4,610
+85% +$318K 0.05% 219
2020
Q2 		$361K Sell
5,424
-1,224
-18% -$76.8K 0.03% 278
2020
Q1 		$365K Buy
6,648
+368
+6% +$27.7K 0.04% 301
2019
Q4 		$536K Sell
6,280
-432
-6% -$35.5K 0.05% 232
2019
Q3 		$537K Buy
6,712
+14
+0.2% +$1.1K 0.06% 219
2019
Q2 		$534K Sell
6,698
-900
-12% -$71.4K 0.06% 237
2019
Q1 		$596K Buy
7,598
+752
+11% +$58.2K 0.08% 192
2018
Q4 		$474K Buy
6,846
+1,314
+24% +$100K 0.07% 191
2018
Q3 		$463K Buy
5,532
+164
+3% +$13.7K 0.07% 200
2018
Q2 		$435K Hold
5,368
– – 0.07% 200
2018
Q1 		$415K Buy
+5,368
New +$426K 0.08% 189

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Buckingham Strategic Wealth's IJJ Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 7.6% in Q2 2024, selling an estimated $142K and leaving 15,105 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #256.

Buckingham Strategic Wealth first reported a position in IJJ in Q1 2018 and has held it in 26 quarters since. The position peaked at $2.69M in Q2 2021. 736 funds tracked by Wall St. Rank hold IJJ as of Q2 2024.

  • Buckingham Strategic Wealth held 15,105 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.71M as of Q2 2024.
  • Buckingham Strategic Wealth sold 1,248 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2024, an estimated $142K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #256 holding.
  • Buckingham Strategic Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2018 and has held it in 26 quarters since.
  • Buckingham Strategic Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.69M in Q2 2021.
  • 736 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.