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

Friedenthal Financial’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 Q2	–	Sell	-15,396	Closed	-$1.58M	–	118
2023 Q1	$1.58M	Sell	15,396 -89	-0.6%	-$9.51K	1.11%	23
2022 Q4	$1.56M	Buy	15,485 +50	+0.3%	+$4.99K	1.09%	22
2022 Q3	$1.39M	Buy	15,435 +118	+0.8%	+$11.7K	0.97%	34
2022 Q2	$1.45M	Sell	15,317 -717	-4%	-$73.1K	0.95%	29
2022 Q1	$1.76M	Buy	16,034 +360	+2%	+$38.9K	1.04%	26
2021 Q4	$1.74M	Buy	15,674 +2,539	+19%	+$276K	1.08%	30
2021 Q3	$1.35M	Buy	13,135 +704	+6%	+$74K	0.8%	27
2021 Q2	$1.31M	Buy	12,431 +8,195	+193%	+$875K	0.78%	31
2021 Q1	$432K	Buy	+4,236	New	+$404K	0.32%	42

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 $18.1B AUM 24.63% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Friedenthal Financial's IJJ Position: Q2 2023 in Review

Friedenthal Financial sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2023, closing a stake of 15,396 shares — an estimated $1.58M sold.

Friedenthal Financial first reported a position in IJJ in Q1 2021 and held it in 9 quarters. The position peaked at $1.76M in Q1 2022. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

Friedenthal Financial reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2023 after selling out during the quarter.
Friedenthal Financial sold 15,396 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $1.58M.
Friedenthal Financial first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2021 and held it in 9 quarters.
Friedenthal Financial's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.76M in Q1 2022.
679 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2023.

Based on Friedenthal Financial's 13F filing for Q2 2023, filed 21 Jul 2023.