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

Edge Capital 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
2024 Q2	–	Sell	-1,807	Closed	-$214K	–	325
2024 Q1	$214K	Buy	+1,807	New	+$203K	0.01%	307
2023 Q1	–	Sell	-1,049	Closed	-$106K	–	409
2022 Q4	$106K	Sell	1,049 -100	-9%	-$9.98K	0.01%	325
2022 Q3	$103K	Buy	+1,149	New	+$114K	0.01%	304

Other funds holding IJJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Edge Capital Group's IJJ Position: Q2 2024 in Review

Edge Capital Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2024, closing a stake of 1,807 shares — an estimated $214K sold.

Edge Capital Group first reported a position in IJJ in Q3 2022 and held it in 3 quarters. The position peaked at $214K in Q1 2024. 736 funds tracked by Wall St. Rank hold IJJ as of Q2 2024.

Edge Capital Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2024 after selling out during the quarter.
Edge Capital Group sold 1,807 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2024, an estimated $214K.
Edge Capital Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2022 and held it in 3 quarters.
Edge Capital Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $214K in Q1 2024.
736 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2024.

Based on Edge Capital Group's 13F filing for Q2 2024, filed 13 Aug 2024.