HI
IJJ icon

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

Hudock Inc’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
Q4 		– Sell
-450
Closed -$40K – 397
2022
Q3 		$40K Hold
450
– – 0.01% 337
2022
Q2 		$42K Sell
450
-44
-9% -$4.49K 0.01% 325
2022
Q1 		$54K Buy
494
+450
+1,023% +$48.6K 0.02% 312
2021
Q4 		$4K Hold
44
– – ﹤0.01% 636
2021
Q3 		$4K Hold
44
– – ﹤0.01% 677
2021
Q2 		$4K Hold
44
– – ﹤0.01% 646
2021
Q1 		$4K Hold
44
– – ﹤0.01% 633
2020
Q4 		$3K Hold
44
– – ﹤0.01% 642
2020
Q3 		$2K Hold
44
– – ﹤0.01% 650
2020
Q2 		$2K Hold
44
– – ﹤0.01% 622
2020
Q1 		$2K Sell
44
-304
-87% -$22.9K ﹤0.01% 559
2019
Q4 		$29K Buy
348
+2
+0.6% +$164 0.01% 299
2019
Q3 		$27K Buy
346
+2
+0.6% +$157 0.01% 310
2019
Q2 		$27K Buy
344
+2
+0.6% +$159 0.01% 308
2019
Q1 		$26K Hold
342
– – 0.01% 304
2018
Q4 		$23K Buy
342
+2
+0.6% +$153 0.01% 305
2018
Q3 		$28K Buy
+340
New +$28.4K 0.01% 310
2017
Q3 		– Sell
-56
Closed -$4K – 650
2017
Q2 		$4K Sell
56
-10,902
-99% -$806K ﹤0.01% 479
2017
Q1 		$813K Buy
10,958
+6,420
+141% +$476K 0.44% 35
2016
Q4 		$329K Buy
4,538
+4,258
+1,521% +$294K 0.19% 65
2016
Q3 		$18K Sell
280
-140
-33% -$9.25K 0.01% 331
2016
Q2 		$26K Buy
420
+128
+44% +$8.05K 0.01% 304
2016
Q1 		$18K Buy
+292
New +$16.5K 0.01% 343

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hudock Inc's IJJ Position: Q4 2022 in Review

Hudock Inc sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2022, closing a stake of 450 shares — an estimated $40K sold.

Hudock Inc first reported a position in IJJ in Q1 2016 and held it in 23 quarters. The position peaked at $813K in Q1 2017. 690 funds tracked by Wall St. Rank hold IJJ as of Q4 2022.

  • Hudock Inc reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Hudock Inc sold 450 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2022, an estimated $40K.
  • Hudock Inc first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2016 and held it in 23 quarters.
  • Hudock Inc's iShares S&P Mid-Cap 400 Value ETF position peaked at $813K in Q1 2017.
  • 690 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.