CA
IJJ icon

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

Cetera 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 		$6.71M Buy
56,754
+51,725
+1,029% +$5.82M 0.05% 361
2023
Q4 		$573K Buy
5,029
+2
+0% +$206 0.01% 1044
2023
Q3 		$507K Sell
5,027
-44
-0.9% -$4.7K 0.01% 1063
2023
Q2 		$543K Buy
5,071
+175
+4% +$17.8K 0.01% 1006
2023
Q1 		$503K Buy
4,896
+222
+5% +$23.7K 0.01% 1009
2022
Q4 		$471K Buy
4,674
+315
+7% +$31.5K 0.01% 1007
2022
Q3 		$392K Buy
4,359
+1,223
+39% +$122K 0.01% 885
2022
Q2 		$296K Sell
3,136
-642
-17% -$65.5K 0.01% 1052
2022
Q1 		$414K Buy
3,778
+111
+3% +$12K 0.01% 965
2021
Q4 		$406K Buy
3,667
+157
+4% +$17.1K 0.01% 976
2021
Q3 		$362K Buy
3,510
+886
+34% +$93.1K 0.01% 1009
2021
Q2 		$276K Buy
+2,624
New +$280K 0.01% 1090
2021
Q1 		– Sell
-4,348
Closed -$375K – 1231
2020
Q4 		$375K Sell
4,348
-592
-12% -$46.4K 0.01% 744
2020
Q3 		$333K Sell
4,940
-652
-12% -$45K 0.01% 692
2020
Q2 		$372K Sell
5,592
-242
-4% -$15.2K 0.02% 627
2020
Q1 		$320K Sell
5,834
-298
-5% -$22.4K 0.02% 579
2019
Q4 		$537K Sell
6,132
-1,394
-19% -$115K 0.02% 539
2019
Q3 		$599K Sell
7,526
-1,424
-16% -$112K 0.03% 482
2019
Q2 		$708K Sell
8,950
-1,178
-12% -$93.5K 0.03% 462
2019
Q1 		$795K Sell
10,128
-50
-0.5% -$3.87K 0.04% 381
2018
Q4 		$704K Sell
10,178
-5,474
-35% -$418K 0.04% 387
2018
Q3 		$1.32M Buy
15,652
+1,152
+8% +$96.2K 0.06% 284
2018
Q2 		$1.17M Buy
14,500
+18
+0.1% +$1.44K 0.07% 284
2018
Q1 		$1.12M Buy
14,482
+592
+4% +$46.9K 0.07% 291
2017
Q4 		$1.1M Buy
13,890
+144
+1% +$11.2K 0.07% 275
2017
Q3 		$1.05M Sell
13,746
-284
-2% -$21.1K 0.06% 307
2017
Q2 		$1.04M Buy
14,030
+360
+3% +$26.6K 0.07% 306
2017
Q1 		$1.01M Buy
13,670
+3,560
+35% +$264K 0.07% 302
2016
Q4 		$731K Buy
10,110
+212
+2% +$14.7K 0.06% 326
2016
Q3 		$655K Sell
9,898
-92
-0.9% -$6.08K 0.05% 342
2016
Q2 		$645K Buy
9,990
+18
+0.2% +$1.13K 0.05% 354
2016
Q1 		$617K Sell
9,972
-4,698
-32% -$266K 0.05% 353
2015
Q4 		$862K Buy
14,670
+4,384
+43% +$265K 0.07% 290
2015
Q3 		$594K Sell
10,286
-3,854
-27% -$236K 0.06% 334
2015
Q2 		$912K Buy
14,140
+1,894
+15% +$125K 0.08% 266
2015
Q1 		$803K Sell
12,246
-2,262
-16% -$145K 0.07% 293
2014
Q4 		$932K Buy
14,508
+764
+6% +$47.4K 0.09% 260
2014
Q3 		$820K Sell
13,744
-5,564
-29% -$348K 0.06% 261
2014
Q2 		$1.23M Buy
19,308
+5,440
+39% +$331K 0.14% 181
2014
Q1 		$833K Buy
13,868
+3,946
+40% +$231K 0.11% 203
2013
Q4 		$577K Buy
9,922
+1,600
+19% +$90.1K 0.09% 259
2013
Q3 		$451K Buy
8,322
+226
+3% +$12.1K 0.08% 250
2013
Q2 		$409K Buy
+8,096
New +$410K 0.09% 247

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

Cetera Advisors's IJJ Position: Q1 2024 in Review

Cetera Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1,029% in Q1 2024, buying an estimated $5.82M and bringing the position to 56,754 shares worth $6.71M. The position accounts for 0.05% of the portfolio, ranked #361.

Cetera Advisors first reported a position in IJJ in Q2 2013 and has held it in 43 quarters since. 729 funds tracked by Wall St. Rank hold IJJ as of Q1 2024.

  • Cetera Advisors held 56,754 shares of iShares S&P Mid-Cap 400 Value ETF worth $6.71M as of Q1 2024.
  • Cetera Advisors bought 51,725 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2024, an estimated $5.82M.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.05% of Cetera Advisors's portfolio in Q1 2024, its #361 holding.
  • Cetera Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 43 quarters since.
  • 729 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.