Gamble Jones Investment Counsel’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Gamble Jones Investment Counsel’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
2022 Q4	$302K	Hold	3,000	–	–	0.02%	170
2022 Q3	$270K	Hold	3,000	–	–	0.02%	171
2022 Q2	$283K	Buy	+3,000	New	+$306K	0.02%	175

Other funds holding IJJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gamble Jones Investment Counsel's IJJ Position: Q4 2022 in Review

Gamble Jones Investment Counsel held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q4 2022 at 3,000 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #170.

Gamble Jones Investment Counsel first reported a position in IJJ in Q2 2022 and has held it in 3 quarters since. 690 funds tracked by Wall St. Rank hold IJJ as of Q4 2022.

Gamble Jones Investment Counsel held 3,000 shares of iShares S&P Mid-Cap 400 Value ETF worth $302K as of Q4 2022.
Gamble Jones Investment Counsel left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q4 2022.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Gamble Jones Investment Counsel's portfolio in Q4 2022, its #170 holding.
Gamble Jones Investment Counsel first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2022 and has held it in 3 quarters since.
690 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2022.

Based on Gamble Jones Investment Counsel's 13F filing for Q4 2022, filed 8 Feb 2023.