HFS
IJJ icon

HBC Financial Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

HBC Financial Services’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
Q2 		– Sell
-2
Closed – – 168
2024
Q1 		$0 Hold
2
– – ﹤0.01% 169
2023
Q4 		$0 Hold
2
– – ﹤0.01% 178
2023
Q3 		$0 Hold
2
– – ﹤0.01% 183
2023
Q2 		$0 Buy
+2
New +$203 ﹤0.01% 189
2022
Q2 		– Sell
-143
Closed -$14K – 180
2022
Q1 		$14K Hold
143
– – 0.01% 106
2021
Q4 		$15K Buy
+143
New +$15.6K 0.01% 114

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $495B AUM 43.24% 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 $56.3B AUM 17.83% 1-Year Est. Return

HBC Financial Services's IJJ Position: Q2 2024 in Review

HBC Financial Services sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2024, closing a stake of 2 shares.

HBC Financial Services first reported a position in IJJ in Q4 2021 and held it in 6 quarters. The position peaked at $15K in Q4 2021. 737 funds tracked by Wall St. Rank hold IJJ as of Q2 2024.

  • HBC Financial Services reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2024 after selling out during the quarter.
  • HBC Financial Services sold 2 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2024.
  • HBC Financial Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 6 quarters.
  • HBC Financial Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $15K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2024.

Based on HBC Financial Services's 13F filing for Q2 2024, filed 7 Aug 2024.