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

Corundum Group’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 Q4	–	Sell	-3,492	Closed	-$314K	–	104
2022 Q3	$314K	Hold	3,492	–	–	0.2%	82
2022 Q2	$330K	Hold	3,492	–	–	0.22%	76
2022 Q1	$383K	Hold	3,492	–	–	0.36%	79
2021 Q4	$386K	Sell	3,492 -130	-4%	-$14.1K	0.25%	75
2021 Q3	$373K	Sell	3,622 -500	-12%	-$52.5K	0.28%	66
2021 Q2	$434K	Sell	4,122 -170	-4%	-$18.2K	0.28%	50
2021 Q1	$437K	Buy	4,292 +1,192	+38%	+$114K	0.34%	46
2020 Q4	$268K	Hold	3,100	–	–	0.22%	70
2020 Q3	$209K	Hold	3,100	–	–	0.2%	79
2020 Q2	$206K	Buy	+3,100	New	+$194K	0.25%	55
2020 Q1	–	Sell	-4,100	Closed	-$350K	–	65
2019 Q4	$350K	Hold	4,100	–	–	0.37%	36
2019 Q3	$328K	Hold	4,100	–	–	0.38%	35
2019 Q2	$327K	Hold	4,100	–	–	0.38%	36
2019 Q1	$322K	Hold	4,100	–	–	0.37%	34
2018 Q4	$284K	Buy	+4,100	New	+$313K	0.26%	62
2018 Q2	$332K	Hold	4,100	–	–	0.41%	26
2018 Q1	$317K	Sell	4,100 -196	-5%	-$15.5K	0.34%	28
2017 Q4	$344K	Hold	4,296	–	–	0.37%	26
2017 Q3	$328	Buy	+4,296	New	+$319K	0.35%	28

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Corundum Group's IJJ Position: Q4 2022 in Review

Corundum Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2022, closing a stake of 3,492 shares — an estimated $314K sold.

Corundum Group first reported a position in IJJ in Q3 2017 and held it in 19 quarters. The position peaked at $437K in Q1 2021. 690 funds tracked by Wall St. Rank hold IJJ as of Q4 2022.

Corundum Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2022 after selling out during the quarter.
Corundum Group sold 3,492 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2022, an estimated $314K.
Corundum Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2017 and held it in 19 quarters.
Corundum Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $437K in Q1 2021.
690 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2022.

Based on Corundum Group's 13F filing for Q4 2022, filed 12 Jan 2023.