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

Chilton Investment 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
2024 Q1	–	Sell	-63,073	Closed	-$7.19M	–	187
2023 Q4	$7.19M	Hold	63,073	–	–	0.21%	48
2023 Q3	$6.37M	Hold	63,073	–	–	0.2%	48
2023 Q2	$6.76M	Hold	63,073	–	–	0.2%	48
2023 Q1	$6.48M	Hold	63,073	–	–	0.2%	47
2022 Q4	$6.36M	Hold	63,073	–	–	0.19%	45
2022 Q3	$5.68M	Hold	63,073	–	–	0.18%	43
2022 Q2	$5.96M	Buy	63,073 +255	+0.4%	+$26K	0.17%	48
2022 Q1	$6.89M	Sell	62,818 -26,921	-30%	-$2.91M	0.17%	43
2021 Q4	$9.93M	Hold	89,739	–	–	0.21%	40
2021 Q3	$9.25M	Buy	+89,739	New	+$9.43M	0.23%	42

Other funds holding IJJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $49.2B AUM 14.31% 1-Year Est. Return

Chilton Investment Company's IJJ Position: Q1 2024 in Review

Chilton Investment Company sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2024, closing a stake of 63,073 shares — an estimated $7.19M sold.

Chilton Investment Company first reported a position in IJJ in Q3 2021 and held it in 10 quarters. The position peaked at $9.93M in Q4 2021. 730 funds tracked by Wall St. Rank hold IJJ as of Q1 2024.

Chilton Investment Company reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2024 after selling out during the quarter.
Chilton Investment Company sold 63,073 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2024, an estimated $7.19M.
Chilton Investment Company first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2021 and held it in 10 quarters.
Chilton Investment Company's iShares S&P Mid-Cap 400 Value ETF position peaked at $9.93M in Q4 2021.
730 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2024.

Based on Chilton Investment Company's 13F filing for Q1 2024, filed 15 May 2024.