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

Gradient Investments’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 Q1	–	Hold	0	–	–	–	1189
2022 Q3	–	Sell	-356	Closed	-$34K	–	1427
2022 Q2	$34K	Hold	356	–	–	﹤0.01%	536
2022 Q1	$39K	Hold	356	–	–	﹤0.01%	520
2021 Q4	$39K	Hold	356	–	–	﹤0.01%	522
2021 Q3	$37K	Hold	356	–	–	﹤0.01%	521
2021 Q2	$38K	Hold	356	–	–	﹤0.01%	513
2021 Q1	$36K	Buy	356 +178	+100%	+$17K	﹤0.01%	513
2020 Q4	$24K	Sell	178 -178	-50%	-$14K	﹤0.01%	529
2020 Q3	$24K	Buy	356 +348	+4,350%	+$24K	﹤0.01%	532
2020 Q2	$1K	Buy	+8	New	+$502	﹤0.01%	981
2017 Q2	–	Sell	-190	Closed	-$14K	–	853
2017 Q1	$14K	Buy	+190	New	+$14.1K	﹤0.01%	456
2016 Q4	–	Sell	-242	Closed	-$16K	–	759
2016 Q3	$16K	Buy	+242	New	+$16K	﹤0.01%	384
2015 Q4	–	Sell	-134	Closed	-$8K	–	710
2015 Q3	$8K	Buy	+134	New	+$8.21K	﹤0.01%	406

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

Gradient Investments's IJJ Position: Q1 2024 in Review

Gradient Investments held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2024 at 0 shares worth $19. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Gradient Investments first reported a position in IJJ in Q3 2015 and has held it in 12 quarters since. The position peaked at $39K in Q1 2022. 729 funds tracked by Wall St. Rank hold IJJ as of Q1 2024.

Gradient Investments held 0 shares of iShares S&P Mid-Cap 400 Value ETF worth $19 as of Q1 2024.
Gradient Investments left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2024.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Gradient Investments's portfolio in Q1 2024, its #1189 holding.
Gradient Investments first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2015 and has held it in 12 quarters since.
Gradient Investments's iShares S&P Mid-Cap 400 Value ETF position peaked at $39K in Q1 2022.
729 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.