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Life Planning Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Life Planning Partners’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
-697
Closed -$79.4K – 141
2023
Q4 		$79.4K Buy
+697
New +$71.7K 0.08% 86
2022
Q3 		$50.8K Hold
564
– – 0.06% 89
2022
Q2 		$53K Hold
564
– – 0.06% 85
2022
Q1 		$62K Hold
564
– – 0.06% 81
2021
Q4 		$63K Buy
+564
New +$61.4K 0.06% 80

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 $16.5B AUM 19.94% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Life Planning Partners's IJJ Position: Q1 2024 in Review

Life Planning Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2024, closing a stake of 697 shares — an estimated $79.4K sold.

Life Planning Partners first reported a position in IJJ in Q4 2021 and held it in 5 quarters. The position peaked at $79.4K in Q4 2023. 729 funds tracked by Wall St. Rank hold IJJ as of Q1 2024.

  • Life Planning Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 697 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2024, an estimated $79.4K.
  • Life Planning Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $79.4K 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 Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.