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

Hedeker Wealth’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 Q1	–	Sell	-2,298	Closed	-$254K	–	84
2021 Q4	$254K	Hold	2,298	–	–	0.07%	85
2021 Q3	$236K	Buy	2,298 +100	+5%	+$10.5K	0.07%	86
2021 Q2	$231K	Buy	+2,198	New	+$235K	0.07%	74
2017 Q2	–	Sell	-5,464	Closed	-$405K	–	85
2017 Q1	$405K	Buy	+5,464	New	+$405K	0.38%	74
2016 Q4	–	Sell	-790	Closed	-$2.97K	–	143
2016 Q3	$2.97K	Sell	790 -7,436	-90%	-$491K	0.15%	69
2016 Q2	$526K	Buy	+8,226	New	+$518K	0.46%	77

Other funds holding IJJ

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hedeker Wealth's IJJ Position: Q1 2022 in Review

Hedeker Wealth sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2022, closing a stake of 2,298 shares — an estimated $254K sold.

Hedeker Wealth first reported a position in IJJ in Q2 2016 and held it in 6 quarters. The position peaked at $526K in Q2 2016. 682 funds tracked by Wall St. Rank hold IJJ as of Q1 2022.

Hedeker Wealth reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2022 after selling out during the quarter.
Hedeker Wealth sold 2,298 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2022, an estimated $254K.
Hedeker Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2016 and held it in 6 quarters.
Hedeker Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $526K in Q2 2016.
682 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2022.

Based on Hedeker Wealth's 13F filing for Q1 2022, filed 13 Apr 2022.