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

GGM Wealth 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
2022 Q4	–	Sell	-3,808	Closed	-$371K	–	139
2022 Q3	$371K	Sell	3,808 -185	-5%	-$18.4K	0.2%	86
2022 Q2	$379K	Hold	3,993	–	–	0.21%	84
2022 Q1	$436K	Buy	3,993 +263	+7%	+$28.4K	0.22%	82
2021 Q4	$418K	Hold	3,730	–	–	0.33%	60
2021 Q3	$408K	Hold	3,730	–	–	0.32%	57
2021 Q2	$381K	Hold	3,730	–	–	0.32%	58
2021 Q1	$398K	Hold	3,730	–	–	0.32%	57
2020 Q4	$337K	Buy	+3,730	New	+$293K	0.33%	51

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 $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GGM Wealth Advisors's IJJ Position: Q4 2022 in Review

GGM Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2022, closing a stake of 3,808 shares — an estimated $371K sold.

GGM Wealth Advisors first reported a position in IJJ in Q4 2020 and held it in 8 quarters. The position peaked at $436K in Q1 2022. 690 funds tracked by Wall St. Rank hold IJJ as of Q4 2022.

GGM Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2022 after selling out during the quarter.
GGM Wealth Advisors sold 3,808 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2022, an estimated $371K.
GGM Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 8 quarters.
GGM Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $436K in Q1 2022.
690 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2022.

Based on GGM Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.