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

HWG Holdings’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
Q4 		$22.6K Hold
198
– – 0.01% 74
2023
Q3 		$20K Hold
198
– – 0.01% 82
2023
Q2 		$21.2K Buy
+198
New +$20.1K 0.01% 87

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HWG Holdings's IJJ Position: Q4 2023 in Review

HWG Holdings held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q4 2023 at 198 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #74.

HWG Holdings first reported a position in IJJ in Q2 2023 and has held it in 3 quarters since. 733 funds tracked by Wall St. Rank hold IJJ as of Q4 2023.

  • HWG Holdings held 198 shares of iShares S&P Mid-Cap 400 Value ETF worth $22.6K as of Q4 2023.
  • HWG Holdings left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q4 2023.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.01% of HWG Holdings's portfolio in Q4 2023, its #74 holding.
  • HWG Holdings first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2023 and has held it in 3 quarters since.
  • 733 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2023.

Based on HWG Holdings's 13F filing for Q4 2023, filed 4 Jan 2024.