DJYG
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David J. Yvars Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

David J. Yvars 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
2023
Q4 		– Sell
-2,700
Closed -$273K – 77
2023
Q3 		$273K Hold
2,700
– – 0.23% 53
2023
Q2 		$288K Hold
2,700
– – 0.24% 56
2023
Q1 		$274K Buy
2,700
+1
+0% +$107 0.25% 57
2022
Q4 		$273K Sell
2,699
-670
-20% -$66.9K 0.34% 46
2022
Q3 		$304K Sell
3,369
-594
-15% -$59.1K 0.34% 44
2022
Q2 		$376K Buy
3,963
+510
+15% +$52K 0.51% 37
2022
Q1 		$381K Sell
3,453
-1,820
-35% -$196K 0.27% 51
2021
Q4 		$583K Sell
5,273
-4,295
-45% -$467K 0.36% 38
2021
Q3 		$992K Hold
9,568
– – 0.58% 28
2021
Q2 		$1.01M Buy
9,568
+240
+3% +$25.6K 0.57% 28
2021
Q1 		$955K Buy
9,328
+5,080
+120% +$485K 0.61% 27
2020
Q4 		$366K Buy
+4,248
New +$333K 0.25% 51

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

David J. Yvars Group's IJJ Position: Q4 2023 in Review

David J. Yvars Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2023, closing a stake of 2,700 shares — an estimated $273K sold.

David J. Yvars Group first reported a position in IJJ in Q4 2020 and held it in 12 quarters. The position peaked at $1.01M in Q2 2021. 733 funds tracked by Wall St. Rank hold IJJ as of Q4 2023.

  • David J. Yvars Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2023 after selling out during the quarter.
  • David J. Yvars Group sold 2,700 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2023, an estimated $273K.
  • David J. Yvars Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 12 quarters.
  • David J. Yvars Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.01M in Q2 2021.
  • 733 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2023.

Based on David J. Yvars Group's 13F filing for Q4 2023, filed 10 Jan 2024.