Kelly Financial Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-42	Closed	-$4.81K	–	406
2024 Q2	$4.81K	Hold	42	–	–	﹤0.01%	498
2024 Q1	$5.02K	Hold	42	–	–	﹤0.01%	503
2023 Q4	$4.84K	Hold	42	–	–	﹤0.01%	474
2023 Q3	$4.28K	Hold	42	–	–	﹤0.01%	468
2023 Q2	$4.54K	Hold	42	–	–	﹤0.01%	456
2023 Q1	$4.36K	Sell	42 -8	-16%	-$855	﹤0.01%	441
2022 Q4	$5.08K	Hold	50	–	–	﹤0.01%	398
2022 Q3	$4.54K	Hold	50	–	–	﹤0.01%	409
2022 Q2	$4.76K	Hold	50	–	–	﹤0.01%	411
2022 Q1	$5.51K	Hold	50	–	–	﹤0.01%	415
2021 Q4	$5.54K	Hold	50	–	–	﹤0.01%	425
2021 Q3	$5.14K	Sell	50 -5,182	-99%	-$545K	﹤0.01%	413
2021 Q2	$50K	Buy	5,232 +5,182	+10,364%	+$553K	﹤0.01%	456
2021 Q1	$5.05K	Buy	50 +1	+2%	+$95	﹤0.01%	398
2020 Q4	$4.26K	Sell	49 -1	-2%	-$78	﹤0.01%	383
2020 Q3	$3.32K	Buy	50 +2	+4%	+$138	﹤0.01%	382
2020 Q2	$3.25K	Hold	48	–	–	﹤0.01%	380
2020 Q1	$2.68K	Hold	48	–	–	﹤0.01%	362
2019 Q4	$4.13K	Hold	48	–	–	﹤0.01%	328
2019 Q3	$3.85K	Hold	48	–	–	﹤0.01%	325
2019 Q2	$3.83K	Hold	48	–	–	﹤0.01%	314
2019 Q1	$3.76K	Buy	+48	New	+$3.72K	﹤0.01%	321

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

Kelly Financial Services's IJJ Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2024, closing a stake of 42 shares — an estimated $4.81K sold.

Kelly Financial Services first reported a position in IJJ in Q1 2019 and held it in 22 quarters. The position peaked at $50K in Q2 2021. 756 funds tracked by Wall St. Rank hold IJJ as of Q3 2024.

Kelly Financial Services reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 42 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2024, an estimated $4.81K.
Kelly Financial Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $50K in Q2 2021.
756 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.