Financial Gravity Asset Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Financial Gravity Asset 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
2023 Q3	–	Sell	-34	Closed	-$4	–	1498
2023 Q2	$4	Buy	+34	New	+$3.45K	﹤0.01%	1592

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Gravity Asset Management's IJJ Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2023, closing a stake of 34 shares — an estimated $4 sold.

Financial Gravity Asset Management first reported a position in IJJ in Q2 2023 and held it in 1 quarter. The position peaked at $4 in Q2 2023. 665 funds tracked by Wall St. Rank hold IJJ as of Q3 2023.

Financial Gravity Asset Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 34 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2023, an estimated $4.
Financial Gravity Asset Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2023 and held it in 1 quarter.
Financial Gravity Asset Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $4 in Q2 2023.
665 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.