Level Financial Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Level Financial Advisors’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 Q1	–	Sell	-416	Closed	-$47.4K	–	159
2023 Q4	$47.4K	Hold	416	–	–	0.02%	118
2023 Q3	$42K	Hold	416	–	–	0.02%	114
2023 Q2	$44.6K	Hold	416	–	–	0.02%	114
2023 Q1	$42.8K	Hold	416	–	–	0.03%	105
2022 Q4	$42K	Hold	416	–	–	0.03%	102
2022 Q3	$37K	Hold	416	–	–	0.03%	110
2022 Q2	$39K	Buy	+416	New	+$42.4K	0.03%	120

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 $16.5B AUM 19.94% 1-Year Est. Return

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

Level Financial Advisors's IJJ Position: Q1 2024 in Review

Level Financial Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2024, closing a stake of 416 shares — an estimated $47.4K sold.

Level Financial Advisors first reported a position in IJJ in Q2 2022 and held it in 7 quarters. The position peaked at $47.4K in Q4 2023. 729 funds tracked by Wall St. Rank hold IJJ as of Q1 2024.

Level Financial Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 416 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2024, an estimated $47.4K.
Level Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2022 and held it in 7 quarters.
Level Financial Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $47.4K in Q4 2023.
729 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.