Gunderson Capital Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Gunderson Capital Management’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
2021 Q1	$467K	Buy	+4,557	New	+$435K	0.34%	38

Other funds holding IJJ

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

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

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Gunderson Capital Management's IJJ Position: Q1 2021 in Review

Gunderson Capital Management opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2021: 4,557 shares worth $467K. The stake represents 0.34% of the portfolio and ranks #38 among its holdings.

587 funds tracked by Wall St. Rank hold IJJ as of Q1 2021.

Gunderson Capital Management held 4,557 shares of iShares S&P Mid-Cap 400 Value ETF worth $467K as of Q1 2021.
iShares S&P Mid-Cap 400 Value ETF was a new Gunderson Capital Management position in Q1 2021.
iShares S&P Mid-Cap 400 Value ETF made up 0.34% of Gunderson Capital Management's portfolio in Q1 2021, its #38 holding.
587 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2021.

Based on Gunderson Capital Management's 13F filing for Q1 2021, filed 4 May 2021.