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Gunn & Company Investment Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Gunn & Company Investment 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
2024
Q3 		– Sell
-40,357
Closed -$4.58M – 96
2024
Q2 		$4.58M Buy
+40,357
New +$4.6M 0.27% 43
2024
Q1 		– Sell
-42,290
Closed -$4.82M – 92
2023
Q4 		$4.82M Buy
+42,290
New +$4.35M 0.32% 38

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 $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Gunn & Company Investment Management's IJJ Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2024, closing a stake of 40,357 shares — an estimated $4.58M sold.

Gunn & Company Investment Management first reported a position in IJJ in Q4 2023 and held it in 2 quarters. The position peaked at $4.82M in Q4 2023. 757 funds tracked by Wall St. Rank hold IJJ as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 40,357 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2024, an estimated $4.58M.
  • Gunn & Company Investment Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $4.82M in Q4 2023.
  • 757 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.