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

Clarus 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
2023
Q1 		– Sell
-36,674
Closed -$3.87M – 138
2022
Q4 		$3.87M Buy
+36,674
New +$3.66M 2.54% 10

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Clarus Wealth Advisors's IJJ Position: Q1 2023 in Review

Clarus Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2023, closing a stake of 36,674 shares — an estimated $3.87M sold.

Clarus Wealth Advisors first reported a position in IJJ in Q4 2022 and held it in 1 quarter. The position peaked at $3.87M in Q4 2022. 684 funds tracked by Wall St. Rank hold IJJ as of Q1 2023.

  • Clarus Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Clarus Wealth Advisors sold 36,674 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2023, an estimated $3.87M.
  • Clarus Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and held it in 1 quarter.
  • Clarus Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $3.87M in Q4 2022.
  • 684 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2023.

Based on Clarus Wealth Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.