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Great Diamond Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Great Diamond Partners’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
-53,337
Closed -$4.8M – 217
2022
Q3 		$4.8M Buy
53,337
+24
+0% +$2.39K 1.64% 12
2022
Q2 		$5.03M Buy
53,313
+431
+0.8% +$44K 1.67% 11
2022
Q1 		$5.8M Buy
+52,882
New +$5.71M 1.61% 10
2020
Q1 		– Sell
-308
Closed -$26K – 349
2019
Q4 		$26K Buy
+308
New +$25.3K 0.01% 407

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Great Diamond Partners's IJJ Position: Q4 2022 in Review

Great Diamond Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2022, closing a stake of 53,337 shares — an estimated $4.8M sold.

Great Diamond Partners first reported a position in IJJ in Q4 2019 and held it in 4 quarters. The position peaked at $5.8M in Q1 2022. 690 funds tracked by Wall St. Rank hold IJJ as of Q4 2022.

  • Great Diamond Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Great Diamond Partners sold 53,337 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2022, an estimated $4.8M.
  • Great Diamond Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and held it in 4 quarters.
  • Great Diamond Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $5.8M 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 Great Diamond Partners's 13F filing for Q4 2022, filed 1 Feb 2023.