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Core Wealth Advisors (Florida)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		– Sell
-60
Closed -$7.1K – 135
2024
Q1 		$7.1K Sell
60
-51
-46% -$5.74K ﹤0.01% 207
2023
Q4 		$12.7K Hold
111
– – ﹤0.01% 168
2023
Q3 		$11.2K Hold
111
– – ﹤0.01% 150
2023
Q2 		$11.9K Buy
+111
New +$11.3K ﹤0.01% 145

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

Core Wealth Advisors (Florida)'s IJJ Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2024, closing a stake of 60 shares — an estimated $7.1K sold.

Core Wealth Advisors (Florida) first reported a position in IJJ in Q2 2023 and held it in 4 quarters. The position peaked at $12.7K in Q4 2023. 736 funds tracked by Wall St. Rank hold IJJ as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 60 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2024, an estimated $7.1K.
  • Core Wealth Advisors (Florida) first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2023 and held it in 4 quarters.
  • Core Wealth Advisors (Florida)'s iShares S&P Mid-Cap 400 Value ETF position peaked at $12.7K in Q4 2023.
  • 736 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.