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

Legacy Trust’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
-3,121
Closed -$315K – 161
2022
Q4 		$315K Buy
+3,121
New +$312K 0.1% 120

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Legacy Trust's IJJ Position: Q1 2023 in Review

Legacy Trust sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2023, closing a stake of 3,121 shares — an estimated $315K sold.

Legacy Trust first reported a position in IJJ in Q4 2022 and held it in 1 quarter. The position peaked at $315K in Q4 2022. 684 funds tracked by Wall St. Rank hold IJJ as of Q1 2023.

  • Legacy Trust reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Legacy Trust sold 3,121 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2023, an estimated $315K.
  • Legacy Trust first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and held it in 1 quarter.
  • Legacy Trust's iShares S&P Mid-Cap 400 Value ETF position peaked at $315K in Q4 2022.
  • 684 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2023.

Based on Legacy Trust's 13F filing for Q1 2023, filed 19 Apr 2023.