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

Independent Wealth Network’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 Q3	–	Sell	-8,321	Closed	-$786K	–	181
2022 Q2	$786K	Sell	8,321 -728	-8%	-$74.2K	0.57%	38
2022 Q1	$992K	Buy	+9,049	New	+$977K	0.63%	37

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Independent Wealth Network's IJJ Position: Q3 2022 in Review

Independent Wealth Network sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2022, closing a stake of 8,321 shares — an estimated $786K sold.

Independent Wealth Network first reported a position in IJJ in Q1 2022 and held it in 2 quarters. The position peaked at $992K in Q1 2022. 625 funds tracked by Wall St. Rank hold IJJ as of Q3 2022.

Independent Wealth Network reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2022 after selling out during the quarter.
Independent Wealth Network sold 8,321 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2022, an estimated $786K.
Independent Wealth Network first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and held it in 2 quarters.
Independent Wealth Network's iShares S&P Mid-Cap 400 Value ETF position peaked at $992K in Q1 2022.
625 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2022.

Based on Independent Wealth Network's 13F filing for Q3 2022, filed 17 Oct 2022.