Householder Group Estate & Retirement Specialist’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$8K	Sell	66 -590	-90%	-$75.3K	0.01%	386
2024 Q3	$81K	Buy	656 +2	+0.3%	+$238	0.02%	400
2024 Q2	$74K	Sell	654 -223	-25%	-$25.4K	0.02%	406
2024 Q1	$104K	Sell	877 -4	-0.5%	-$450	0.03%	338
2023 Q4	$100K	Buy	881 +4	+0.5%	+$411	0.03%	333
2023 Q3	$88.5K	Buy	+877	New	+$93.7K	0.03%	344
2023 Q1	$193K	Buy	+1,874	New	+$200K	0.07%	204
2022 Q4	–	Sell	-2,102	Closed	-$189K	–	686
2022 Q3	$189K	Buy	+2,102	New	+$209K	0.08%	187

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 $424B AUM 22.96% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IJJ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 90% in Q4 2024, selling an estimated $75.3K and leaving 66 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #386.

Householder Group Estate & Retirement Specialist first reported a position in IJJ in Q3 2022 and has held it in 8 quarters since. The position peaked at $193K in Q1 2023. 826 funds tracked by Wall St. Rank hold IJJ as of Q4 2024.

Householder Group Estate & Retirement Specialist held 66 shares of iShares S&P Mid-Cap 400 Value ETF worth $8K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 590 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2024, an estimated $75.3K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #386 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's iShares S&P Mid-Cap 400 Value ETF position peaked at $193K in Q1 2023.
826 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.