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

JFG 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
2023 Q1	–	Sell	-2,470	Closed	-$249K	–	33
2022 Q4	$249K	Hold	2,470	–	–	0.08%	28
2022 Q3	$222K	Hold	2,470	–	–	0.07%	37
2022 Q2	$233K	Hold	2,470	–	–	0.09%	32
2022 Q1	$271K	Buy	+2,470	New	+$267K	0.08%	29

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

JFG Wealth Management's IJJ Position: Q1 2023 in Review

JFG Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2023, closing a stake of 2,470 shares — an estimated $249K sold.

JFG Wealth Management first reported a position in IJJ in Q1 2022 and held it in 4 quarters. The position peaked at $271K in Q1 2022. 684 funds tracked by Wall St. Rank hold IJJ as of Q1 2023.

JFG Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2023 after selling out during the quarter.
JFG Wealth Management sold 2,470 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2023, an estimated $249K.
JFG Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and held it in 4 quarters.
JFG Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $271K in Q1 2022.
684 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2023.

Based on JFG Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.