Leelyn Smith’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-118	Closed	-$11.9K	–	258
2022 Q4	$11.9K	Hold	118	–	–	﹤0.01%	308
2022 Q3	$11K	Hold	118	–	–	﹤0.01%	278
2022 Q2	$11K	Hold	118	–	–	﹤0.01%	282
2022 Q1	$13K	Hold	118	–	–	﹤0.01%	264
2021 Q4	$13K	Hold	118	–	–	﹤0.01%	272
2021 Q3	$12K	Hold	118	–	–	﹤0.01%	267
2021 Q2	$12K	Hold	118	–	–	﹤0.01%	267
2021 Q1	$12K	Hold	118	–	–	﹤0.01%	278
2020 Q4	$10K	Buy	+118	New	+$9.26K	﹤0.01%	274

Other funds holding IJJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Leelyn Smith's IJJ Position: Q1 2023 in Review

Leelyn Smith sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2023, closing a stake of 118 shares — an estimated $11.9K sold.

Leelyn Smith first reported a position in IJJ in Q4 2020 and held it in 9 quarters. The position peaked at $13K in Q1 2022. 684 funds tracked by Wall St. Rank hold IJJ as of Q1 2023.

Leelyn Smith reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 118 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2023, an estimated $11.9K.
Leelyn Smith first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 9 quarters.
Leelyn Smith's iShares S&P Mid-Cap 400 Value ETF position peaked at $13K in Q1 2022.
684 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.