FGA
IJJ icon

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

Fortis Group 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
Q2 		– Sell
-38
Closed -$4.5K – 515
2024
Q1 		$4.5K Sell
38
-38
-50% -$4.28K ﹤0.01% 382
2023
Q4 		$8.67K Buy
76
+38
+100% +$3.91K ﹤0.01% 312
2023
Q3 		$3.83K Buy
+38
New +$4.06K ﹤0.01% 313
2020
Q3 		$2K Buy
+38
New +$2.63K ﹤0.01% 394

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

Fortis Group Advisors's IJJ Position: Q2 2024 in Review

Fortis Group Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2024, closing a stake of 38 shares — an estimated $4.5K sold.

Fortis Group Advisors first reported a position in IJJ in Q3 2020 and held it in 4 quarters. The position peaked at $8.67K in Q4 2023. 736 funds tracked by Wall St. Rank hold IJJ as of Q2 2024.

  • Fortis Group Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 38 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2024, an estimated $4.5K.
  • Fortis Group Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2020 and held it in 4 quarters.
  • Fortis Group Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $8.67K in Q4 2023.
  • 736 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2024.

Based on Fortis Group Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.