EWM
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Empirical Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Empirical Wealth Management’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
-1,841
Closed -$209K – 589
2024
Q2 		$209K Buy
+1,841
New +$210K 0.01% 528

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

Empirical Wealth Management's IJJ Position: Q3 2024 in Review

Empirical Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2024, closing a stake of 1,841 shares — an estimated $209K sold.

Empirical Wealth Management first reported a position in IJJ in Q2 2024 and held it in 1 quarter. The position peaked at $209K in Q2 2024. 756 funds tracked by Wall St. Rank hold IJJ as of Q3 2024.

  • Empirical Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Empirical Wealth Management sold 1,841 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2024, an estimated $209K.
  • Empirical Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2024 and held it in 1 quarter.
  • Empirical Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $209K in Q2 2024.
  • 756 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2024.

Based on Empirical Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.