Cordasco Financial Network’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Cordasco Financial Network’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
2022 Q2	$49K	Hold	514	–	–	0.04%	193
2022 Q1	$56K	Hold	514	–	–	0.04%	183
2021 Q4	$57K	Hold	514	–	–	0.04%	181
2021 Q3	$53K	Hold	514	–	–	0.04%	183
2021 Q2	$54K	Hold	514	–	–	0.04%	187
2021 Q1	$52K	Hold	514	–	–	0.04%	180
2020 Q4	$44K	Hold	514	–	–	0.03%	179
2020 Q3	$35K	Hold	514	–	–	0.03%	195
2020 Q2	$34K	Hold	514	–	–	0.03%	184
2020 Q1	$28K	Hold	514	–	–	0.03%	176
2019 Q4	$44K	Hold	514	–	–	0.04%	152
2019 Q3	$41K	Hold	514	–	–	0.04%	154
2019 Q2	$41K	Hold	514	–	–	0.04%	151
2019 Q1	$40K	Hold	514	–	–	0.04%	166
2018 Q4	$36K	Hold	514	–	–	0.04%	154
2018 Q3	$43K	Hold	514	–	–	0.04%	146
2018 Q2	$42K	Hold	514	–	–	0.04%	152
2018 Q1	$40K	Hold	514	–	–	0.04%	139
2017 Q4	$41K	Hold	514	–	–	0.04%	132
2017 Q3	$39K	Hold	514	–	–	0.04%	127
2017 Q2	$38K	Hold	514	–	–	0.04%	126
2017 Q1	$38K	Buy	+514	New	+$38.1K	0.04%	127

Other funds holding IJJ

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cordasco Financial Network's IJJ Position: Q2 2022 in Review

Cordasco Financial Network held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2022 at 514 shares worth $49K. The position accounts for 0.04% of the portfolio, ranked #193.

Cordasco Financial Network first reported a position in IJJ in Q1 2017 and has held it in 22 quarters since. The position peaked at $57K in Q4 2021. 646 funds tracked by Wall St. Rank hold IJJ as of Q2 2022.

Cordasco Financial Network held 514 shares of iShares S&P Mid-Cap 400 Value ETF worth $49K as of Q2 2022.
Cordasco Financial Network left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2022.
iShares S&P Mid-Cap 400 Value ETF made up 0.04% of Cordasco Financial Network's portfolio in Q2 2022, its #193 holding.
Cordasco Financial Network first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2017 and has held it in 22 quarters since.
Cordasco Financial Network's iShares S&P Mid-Cap 400 Value ETF position peaked at $57K in Q4 2021.
646 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.