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Iron Horse Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Iron Horse Wealth Management’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
Q1 		– Sell
-3
Closed -$346 – 489
2023
Q4 		$346 Buy
+3
New +$309 ﹤0.01% 463

Other funds holding IJJ

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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

Iron Horse Wealth Management's IJJ Position: Q1 2024 in Review

Iron Horse Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2024, closing a stake of 3 shares — an estimated $346 sold.

Iron Horse Wealth Management first reported a position in IJJ in Q4 2023 and held it in 1 quarter. The position peaked at $346 in Q4 2023. 729 funds tracked by Wall St. Rank hold IJJ as of Q1 2024.

  • Iron Horse Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Iron Horse Wealth Management sold 3 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2024, an estimated $346.
  • Iron Horse Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and held it in 1 quarter.
  • Iron Horse Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $346 in Q4 2023.
  • 729 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2024.

Based on Iron Horse Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.