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

Insight Wealth Strategies’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 Q2	–	Sell	-2,234	Closed	-$230K	–	139
2023 Q1	$230K	Buy	2,234 +5	+0.2%	+$534	0.05%	129
2022 Q4	$225K	Buy	2,229 +11	+0.5%	+$1.1K	0.04%	129
2022 Q3	$209K	Hold	2,218	–	–	0.04%	137
2022 Q2	$209K	Buy	2,218 +4	+0.2%	+$408	0.04%	137
2022 Q1	$243K	Buy	+2,214	New	+$239K	0.04%	146
2019 Q2	–	Sell	-11,330	Closed	-$889K	–	163
2019 Q1	$889K	Sell	11,330 -108	-0.9%	-$8.36K	0.25%	68
2018 Q4	$791K	Buy	+11,438	New	+$874K	0.24%	62

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 $374B AUM 17.66% 1-Year Est. Return

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

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Insight Wealth Strategies's IJJ Position: Q2 2023 in Review

Insight Wealth Strategies sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2023, closing a stake of 2,234 shares — an estimated $230K sold.

Insight Wealth Strategies first reported a position in IJJ in Q4 2018 and held it in 7 quarters. The position peaked at $889K in Q1 2019. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

Insight Wealth Strategies reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2023 after selling out during the quarter.
Insight Wealth Strategies sold 2,234 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $230K.
Insight Wealth Strategies first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and held it in 7 quarters.
Insight Wealth Strategies's iShares S&P Mid-Cap 400 Value ETF position peaked at $889K in Q1 2019.
679 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2023.

Based on Insight Wealth Strategies's 13F filing for Q2 2023, filed 14 Jul 2023.