Graves Light Lenhart Wealth’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-92	Closed	-$9K	–	352
2022 Q2	$9K	Hold	92	–	–	﹤0.01%	493
2022 Q1	$10K	Hold	92	–	–	﹤0.01%	541
2021 Q4	$10K	Hold	92	–	–	﹤0.01%	603
2021 Q3	$9K	Hold	92	–	–	﹤0.01%	572
2021 Q2	$10K	Hold	92	–	–	﹤0.01%	558
2021 Q1	$9K	Hold	92	–	–	﹤0.01%	580
2020 Q4	$8K	Buy	+92	New	+$7.22K	﹤0.01%	568

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Graves Light Lenhart Wealth's IJJ Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2022, closing a stake of 92 shares — an estimated $9K sold.

Graves Light Lenhart Wealth first reported a position in IJJ in Q4 2020 and held it in 7 quarters. The position peaked at $10K in Q1 2022. 625 funds tracked by Wall St. Rank hold IJJ as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 92 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2022, an estimated $9K.
Graves Light Lenhart Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $10K in Q1 2022.
625 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.