KV
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Kickstand Ventures’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Kickstand Ventures’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
-1,921
Closed -$218K – 91
2024
Q2 		$218K Buy
+1,921
New +$219K 0.06% 77

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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

Kickstand Ventures's IJJ Position: Q3 2024 in Review

Kickstand Ventures sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2024, closing a stake of 1,921 shares — an estimated $218K sold.

Kickstand Ventures first reported a position in IJJ in Q2 2024 and held it in 1 quarter. The position peaked at $218K in Q2 2024. 756 funds tracked by Wall St. Rank hold IJJ as of Q3 2024.

  • Kickstand Ventures reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Kickstand Ventures sold 1,921 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2024, an estimated $218K.
  • Kickstand Ventures first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2024 and held it in 1 quarter.
  • Kickstand Ventures's iShares S&P Mid-Cap 400 Value ETF position peaked at $218K in Q2 2024.
  • 756 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2024.

Based on Kickstand Ventures's 13F filing for Q3 2024, filed 21 Oct 2024.