Kowal Investment Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Kowal Investment Group’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	$211K	Buy	+1,707	New	+$203K	0.04%	193
2024 Q2	–	Sell	-1,692	Closed	-$200K	–	187
2024 Q1	$200K	Buy	+1,692	New	+$191K	0.04%	174
2021 Q4	–	Sell	-1,500	Closed	-$155K	–	505
2021 Q3	$155K	Buy	+1,500	New	+$158K	0.05%	112

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

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

Kowal Investment Group's IJJ Position: Q3 2024 in Review

Kowal Investment Group opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2024: 1,707 shares worth $211K. The stake represents 0.04% of the portfolio and ranks #193 among its holdings. This is a return to the name: Kowal Investment Group previously reported a position in IJJ as recently as Q1 2024.

Kowal Investment Group first reported a position in IJJ in Q3 2021 and has held it in 3 quarters since. 756 funds tracked by Wall St. Rank hold IJJ as of Q3 2024.

Kowal Investment Group held 1,707 shares of iShares S&P Mid-Cap 400 Value ETF worth $211K as of Q3 2024.
iShares S&P Mid-Cap 400 Value ETF was a new Kowal Investment Group position in Q3 2024.
iShares S&P Mid-Cap 400 Value ETF made up 0.04% of Kowal Investment Group's portfolio in Q3 2024, its #193 holding.
Kowal Investment Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2021 and has held it in 3 quarters since.
756 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.