Kistler-Tiffany Companies’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Kistler-Tiffany Companies’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 Q2	$71.4K	Buy	667 +3	+0.5%	+$305	0.01%	445
2023 Q1	$68.3K	Buy	664 +3	+0.5%	+$321	0.01%	409
2022 Q4	$66.7K	Buy	661 +3	+0.5%	+$300	0.01%	390
2022 Q3	$59K	Buy	658 +5	+0.8%	+$498	0.01%	361
2022 Q2	$62K	Buy	653 +2	+0.3%	+$204	0.01%	355
2022 Q1	$71K	Buy	651 +3	+0.5%	+$324	0.01%	345
2021 Q4	$72K	Buy	648 +3	+0.5%	+$326	0.01%	331
2021 Q3	$66K	Buy	645 +3	+0.5%	+$315	0.01%	337
2021 Q2	$68K	Buy	642 +2	+0.3%	+$214	0.02%	323
2021 Q1	$65K	Buy	640 +3	+0.5%	+$286	0.02%	307
2020 Q4	$55K	Buy	637 +3	+0.5%	+$235	0.02%	290
2020 Q3	$43K	Buy	634 +4	+0.6%	+$276	0.01%	295
2020 Q2	$42K	Buy	630 +8	+1%	+$502	0.01%	270
2020 Q1	$53K	Hold	622	–	–	0.02%	250
2019 Q4	$53K	Buy	622 +4	+0.6%	+$329	0.02%	255
2019 Q3	$50K	Buy	618 +2	+0.3%	+$157	0.02%	253
2019 Q2	$49K	Sell	616 -508	-45%	-$40.3K	0.02%	256
2019 Q1	$88K	Buy	1,124 +2	+0.2%	+$155	0.04%	199
2018 Q4	$78K	Buy	1,122 +6	+0.5%	+$459	0.04%	196
2018 Q3	$93K	Hold	1,116	–	–	0.04%	193
2018 Q2	$90K	Hold	1,116	–	–	0.04%	193
2018 Q1	$86K	Sell	1,116 -40	-3%	-$3.17K	0.04%	212
2017 Q4	$93K	Hold	1,156	–	–	0.04%	210
2017 Q3	$88K	Sell	1,156 -282	-20%	-$20.9K	0.04%	214
2017 Q2	$107K	Sell	1,438 -296	-17%	-$21.9K	0.05%	185
2017 Q1	$129K	Hold	1,734	–	–	0.06%	165
2016 Q4	$126K	Hold	1,734	–	–	0.06%	158
2016 Q3	$115K	Hold	1,734	–	–	0.06%	173
2016 Q2	$111K	Hold	1,734	–	–	0.06%	170
2016 Q1	$108K	Hold	1,734	–	–	0.06%	171
2015 Q4	$102K	Hold	1,734	–	–	0.06%	193
2015 Q3	$100K	Hold	1,734	–	–	0.06%	189
2015 Q2	$112K	Buy	+1,734	New	+$115K	0.07%	176
2015 Q1	–	Sell	-1,734	Closed	-$111K	–	599
2014 Q4	$111K	Hold	1,734	–	–	0.07%	160
2014 Q3	$104K	Sell	1,734 -104	-6%	-$6.5K	0.07%	175
2014 Q2	$117K	Sell	1,838 -254	-12%	-$15.5K	0.08%	150
2014 Q1	$126K	Sell	2,092 -32	-2%	-$1.87K	0.09%	135
2013 Q4	$123K	Hold	2,124	–	–	0.09%	141
2013 Q3	$115K	Sell	2,124 -56	-3%	-$2.99K	0.09%	142
2013 Q2	$110K	Buy	+2,180	New	+$110K	0.09%	136

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 $424B AUM 22.94% 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 $18.1B AUM 24.63% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Kistler-Tiffany Companies's IJJ Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.45% in Q2 2023, buying an estimated $305 and bringing the position to 667 shares worth $71.4K. The position accounts for 0.01% of the portfolio, ranked #445.

Kistler-Tiffany Companies first reported a position in IJJ in Q2 2013 and has held it in 40 quarters since. The position peaked at $129K in Q1 2017. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

Kistler-Tiffany Companies held 667 shares of iShares S&P Mid-Cap 400 Value ETF worth $71.4K as of Q2 2023.
Kistler-Tiffany Companies bought 3 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $305.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #445 holding.
Kistler-Tiffany Companies first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 40 quarters since.
Kistler-Tiffany Companies's iShares S&P Mid-Cap 400 Value ETF position peaked at $129K in Q1 2017.
679 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.