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

Ehrlich Financial 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
Q3 		– Sell
-12,758
Closed -$1.45M – 115
2024
Q2 		$1.45M Sell
12,758
-4,824
-27% -$550K 1.14% 22
2024
Q1 		$2.08M Buy
+17,582
New +$1.98M 1.75% 19

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 $18.1B AUM 24.63% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ehrlich Financial Group's IJJ Position: Q3 2024 in Review

Ehrlich Financial Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2024, closing a stake of 12,758 shares — an estimated $1.45M sold.

Ehrlich Financial Group first reported a position in IJJ in Q1 2024 and held it in 2 quarters. The position peaked at $2.08M in Q1 2024. 756 funds tracked by Wall St. Rank hold IJJ as of Q3 2024.

  • Ehrlich Financial Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Ehrlich Financial Group sold 12,758 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2024, an estimated $1.45M.
  • Ehrlich Financial Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2024 and held it in 2 quarters.
  • Ehrlich Financial Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.08M in Q1 2024.
  • 756 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2024.

Based on Ehrlich Financial Group's 13F filing for Q3 2024, filed 7 Oct 2024.