Legacy Financial Group (Iowa)
IJJ icon

Legacy Financial Group (Iowa)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-50
Closed -$5.05K – 250
2023
Q3 		$5.05K Buy
+50
New +$5.34K ﹤0.01% 384
2021
Q4 		– Sell
-16,674
Closed -$1.72M – 42
2021
Q3 		$1.72M Sell
16,674
-3,509
-17% -$369K 0.51% 28
2021
Q2 		$2.13M Buy
+20,183
New +$2.16M 0.64% 27

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 $18.1B AUM 24.63% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Legacy Financial Group (Iowa)'s IJJ Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2023, closing a stake of 50 shares — an estimated $5.05K sold.

Legacy Financial Group (Iowa) first reported a position in IJJ in Q2 2021 and held it in 3 quarters. The position peaked at $2.13M in Q2 2021. 733 funds tracked by Wall St. Rank hold IJJ as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 50 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2023, an estimated $5.05K.
  • Legacy Financial Group (Iowa) first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2021 and held it in 3 quarters.
  • Legacy Financial Group (Iowa)'s iShares S&P Mid-Cap 400 Value ETF position peaked at $2.13M in Q2 2021.
  • 733 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.