Key Bridge Compliance’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Key Bridge Compliance’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 Q3	$15.8M	Buy	+156,930	New	+$16.8M	4.96%	3

Other funds holding IJJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Key Bridge Compliance's IJJ Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2023: 156,930 shares worth $15.8M. The stake represents 4.96% of the portfolio and ranks #3 among its holdings.

665 funds tracked by Wall St. Rank hold IJJ as of Q3 2023.

Key Bridge Compliance held 156,930 shares of iShares S&P Mid-Cap 400 Value ETF worth $15.8M as of Q3 2023.
iShares S&P Mid-Cap 400 Value ETF was a new Key Bridge Compliance position in Q3 2023.
iShares S&P Mid-Cap 400 Value ETF made up 4.96% of Key Bridge Compliance's portfolio in Q3 2023, its #3 holding.
665 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.