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

Hardy Reed’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
2023 Q2	–	Sell	-3,458	Closed	-$355K	–	104
2023 Q1	$355K	Hold	3,458	–	–	0.06%	77
2022 Q4	$349K	Buy	+3,458	New	+$345K	0.07%	74
2022 Q1	–	Sell	-3,458	Closed	-$383K	–	90
2021 Q4	$383K	Sell	3,458 -2	-0.1%	-$218	0.06%	73
2021 Q3	$357K	Hold	3,460	–	–	0.06%	71
2021 Q2	$364K	Hold	3,460	–	–	0.06%	69
2021 Q1	$353K	Hold	3,460	–	–	0.07%	66
2020 Q4	$299K	Hold	3,460	–	–	0.06%	74
2020 Q3	$233K	Buy	+3,460	New	+$239K	0.06%	77

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

Hardy Reed's IJJ Position: Q2 2023 in Review

Hardy Reed sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2023, closing a stake of 3,458 shares — an estimated $355K sold.

Hardy Reed first reported a position in IJJ in Q3 2020 and held it in 8 quarters. The position peaked at $383K in Q4 2021. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

Hardy Reed reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2023 after selling out during the quarter.
Hardy Reed sold 3,458 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $355K.
Hardy Reed first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2020 and held it in 8 quarters.
Hardy Reed's iShares S&P Mid-Cap 400 Value ETF position peaked at $383K in Q4 2021.
679 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2023.

Based on Hardy Reed's 13F filing for Q2 2023, filed 14 Aug 2023.