JG
IJJ icon

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

Joel Greenblatt’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
Q4 		– Sell
-3,706
Closed -$458K – 1466
2024
Q3 		$458K Hold
3,706
– – ﹤0.01% 1131
2024
Q2 		$420K Buy
+3,706
New +$423K 0.01% 1127

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Joel Greenblatt's IJJ Position: Q4 2024 in Review

Joel Greenblatt sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2024, closing a stake of 3,706 shares — an estimated $458K sold.

Joel Greenblatt first reported a position in IJJ in Q2 2024 and held it in 2 quarters. The position peaked at $458K in Q3 2024. 826 funds tracked by Wall St. Rank hold IJJ as of Q4 2024.

  • Joel Greenblatt reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Joel Greenblatt sold 3,706 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2024, an estimated $458K.
  • Joel Greenblatt first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2024 and held it in 2 quarters.
  • Joel Greenblatt's iShares S&P Mid-Cap 400 Value ETF position peaked at $458K in Q3 2024.
  • 826 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2024.

Based on Gotham Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.