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FNY Investment Advisers’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

FNY Investment Advisers’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
Q4 		– Sell
-600
Closed -$60K – 585
2023
Q3 		$60K Buy
+600
New +$64.1K 0.04% 208
2018
Q3 		– Sell
-270
Closed -$21K – 1077
2018
Q2 		$21K Buy
+270
New +$21.6K 0.01% 356

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

FNY Investment Advisers's IJJ Position: Q4 2023 in Review

FNY Investment Advisers sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2023, closing a stake of 600 shares — an estimated $60K sold.

FNY Investment Advisers first reported a position in IJJ in Q2 2018 and held it in 2 quarters. The position peaked at $60K in Q3 2023. 733 funds tracked by Wall St. Rank hold IJJ as of Q4 2023.

  • FNY Investment Advisers reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 600 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2023, an estimated $60K.
  • FNY Investment Advisers first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2018 and held it in 2 quarters.
  • FNY Investment Advisers's iShares S&P Mid-Cap 400 Value ETF position peaked at $60K in Q3 2023.
  • 733 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2023.

Based on FNY Investment Advisers's 13F filing for Q4 2023, filed 12 Jan 2024.