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

Capital Performance 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
Q4 		– Sell
-111
Closed -$13.7K – 1337
2024
Q3 		$13.7K Buy
+111
New +$13.2K ﹤0.01% 713

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

Capital Performance Advisors's IJJ Position: Q4 2024 in Review

Capital Performance Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2024, closing a stake of 111 shares — an estimated $13.7K sold.

Capital Performance Advisors first reported a position in IJJ in Q3 2024 and held it in 1 quarter. The position peaked at $13.7K in Q3 2024. 825 funds tracked by Wall St. Rank hold IJJ as of Q4 2024.

  • Capital Performance Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 111 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2024, an estimated $13.7K.
  • Capital Performance Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $13.7K in Q3 2024.
  • 825 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.