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

GoalVest Advisory’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
Q4 		– Sell
-120
Closed -$12.1K – 427
2023
Q3 		$12.1K Buy
+120
New +$12.8K 0.01% 257

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 $18.1B AUM 24.63% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

GoalVest Advisory's IJJ Position: Q4 2023 in Review

GoalVest Advisory sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2023, closing a stake of 120 shares — an estimated $12.1K sold.

GoalVest Advisory first reported a position in IJJ in Q3 2023 and held it in 1 quarter. The position peaked at $12.1K in Q3 2023. 733 funds tracked by Wall St. Rank hold IJJ as of Q4 2023.

  • GoalVest Advisory reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 120 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2023, an estimated $12.1K.
  • GoalVest Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2023 and held it in 1 quarter.
  • GoalVest Advisory's iShares S&P Mid-Cap 400 Value ETF position peaked at $12.1K in Q3 2023.
  • 733 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.