Encompass Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Encompass Wealth Advisors’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 Q4	–	Sell	-3,326	Closed	-$411K	–	113
2024 Q3	$411K	Sell	3,326 -156	-4%	-$18.5K	0.1%	166
2024 Q2	$395K	Buy	3,482 +137	+4%	+$15.6K	0.1%	159
2024 Q1	$396K	Hold	3,345	–	–	0.11%	164
2023 Q4	$381K	Hold	3,345	–	–	0.11%	148
2023 Q3	$338K	Hold	3,345	–	–	0.11%	149
2023 Q2	$358K	Hold	3,345	–	–	0.12%	149
2023 Q1	$344K	Hold	3,345	–	–	0.12%	148
2022 Q4	$337K	Hold	3,345	–	–	0.12%	143
2022 Q3	$301K	Buy	+3,345	New	+$333K	0.11%	149
2021 Q1	–	Sell	-3,611	Closed	-$312K	–	354
2020 Q4	$312K	Buy	+3,611	New	+$283K	0.18%	80

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Encompass Wealth Advisors's IJJ Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2024, closing a stake of 3,326 shares — an estimated $411K sold.

Encompass Wealth Advisors first reported a position in IJJ in Q4 2020 and held it in 10 quarters. The position peaked at $411K in Q3 2024. 825 funds tracked by Wall St. Rank hold IJJ as of Q4 2024.

Encompass Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 3,326 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2024, an estimated $411K.
Encompass Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 10 quarters.
Encompass Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $411K in Q3 2024.
825 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.