Founders Capital Management (Texas)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Founders Capital Management (Texas)’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 Q3	–	Sell	-232	Closed	-$26.3K	–	383
2024 Q2	$26.3K	Hold	232	–	–	0.02%	206
2024 Q1	$27.4K	Hold	232	–	–	0.02%	189
2023 Q4	$26.5K	Hold	232	–	–	0.02%	201
2023 Q3	$23.4K	Hold	232	–	–	0.02%	206
2023 Q2	$24.9K	Hold	232	–	–	0.02%	211
2023 Q1	$24K	Hold	232	–	–	0.02%	210
2022 Q4	$23K	Hold	232	–	–	0.02%	208
2022 Q3	$21K	Hold	232	–	–	0.02%	211
2022 Q2	$22K	Buy	+232	New	+$23.7K	0.02%	218
2020 Q1	$39K	Hold	714	–	–	0.04%	105
2019 Q4	$61K	Buy	714 +6	+0.8%	+$493	0.05%	91
2019 Q3	$57K	Hold	708	–	–	0.05%	102
2019 Q2	$56K	Buy	708 +4	+0.6%	+$317	0.05%	104
2019 Q1	$55K	Sell	704 -50	-7%	-$3.87K	0.05%	106
2018 Q4	$52K	Buy	754 +8	+1%	+$612	0.06%	103
2018 Q3	$62K	Buy	746 +2	+0.3%	+$167	0.05%	108
2018 Q2	$60K	Hold	744	–	–	0.05%	109
2018 Q1	$57K	Buy	744 +4	+0.5%	+$317	0.05%	127
2017 Q4	$59K	Buy	740 +6	+0.8%	+$468	0.05%	127
2017 Q3	$56K	Buy	734 +54	+8%	+$4K	0.05%	129
2017 Q2	$51K	Hold	680	–	–	0.05%	135
2017 Q1	$50K	Buy	+680	New	+$50.4K	0.04%	135

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

Founders Capital Management (Texas)'s IJJ Position: Q3 2024 in Review

Founders Capital Management (Texas) sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2024, closing a stake of 232 shares — an estimated $26.3K sold.

Founders Capital Management (Texas) first reported a position in IJJ in Q1 2017 and held it in 22 quarters. The position peaked at $62K in Q3 2018. 756 funds tracked by Wall St. Rank hold IJJ as of Q3 2024.

Founders Capital Management (Texas) reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2024 after selling out during the quarter.
Founders Capital Management (Texas) sold 232 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2024, an estimated $26.3K.
Founders Capital Management (Texas) first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2017 and held it in 22 quarters.
Founders Capital Management (Texas)'s iShares S&P Mid-Cap 400 Value ETF position peaked at $62K in Q3 2018.
756 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2024.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2024, filed 7 Oct 2024.