First Manhattan’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

First Manhattan’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	-26	Closed	-$3.08K	–	964
2024 Q1	$3.08K	Hold	26	–	–	﹤0.01%	1244
2023 Q4	$2.96K	Hold	26	–	–	﹤0.01%	1253
2023 Q3	$2.62K	Sell	26 -18	-41%	-$1.92K	﹤0.01%	1293
2023 Q2	$4.71K	Hold	44	–	–	﹤0.01%	1238
2023 Q1	$4.52K	Buy	+44	New	+$4.7K	﹤0.01%	1307
2022 Q3	–	Sell	-96	Closed	-$9K	–	1584
2022 Q2	$9K	Hold	96	–	–	﹤0.01%	1243
2022 Q1	$10K	Buy	+96	New	+$10.4K	﹤0.01%	1276
2019 Q4	–	Sell	-316	Closed	-$25K	–	1331
2019 Q3	$25K	Hold	316	–	–	﹤0.01%	1012
2019 Q2	$24K	Buy	+316	New	+$25.1K	﹤0.01%	1042

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

First Manhattan's IJJ Position: Q2 2024 in Review

First Manhattan sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2024, closing a stake of 26 shares — an estimated $3.08K sold.

First Manhattan first reported a position in IJJ in Q2 2019 and held it in 9 quarters. The position peaked at $25K in Q3 2019. 736 funds tracked by Wall St. Rank hold IJJ as of Q2 2024.

First Manhattan reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 26 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2024, an estimated $3.08K.
First Manhattan first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2019 and held it in 9 quarters.
First Manhattan's iShares S&P Mid-Cap 400 Value ETF position peaked at $25K in Q3 2019.
736 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.