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Lyell Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Lyell Wealth Management’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
Q2 		– Sell
-2,065
Closed -$244K – 203
2024
Q1 		$244K Sell
2,065
-275
-12% -$31K 0.02% 183
2023
Q4 		$267K Sell
2,340
-75
-3% -$7.71K 0.03% 167
2023
Q3 		$244K Sell
2,415
-260
-10% -$27.8K 0.03% 163
2023
Q2 		$287K Hold
2,675
– – 0.04% 161
2023
Q1 		$275K Buy
+2,675
New +$286K 0.04% 174
2021
Q1 		– Sell
-2,460
Closed -$212K – 175
2020
Q4 		$212K Buy
+2,460
New +$193K 0.03% 153

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

Lyell Wealth Management's IJJ Position: Q2 2024 in Review

Lyell Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2024, closing a stake of 2,065 shares — an estimated $244K sold.

Lyell Wealth Management first reported a position in IJJ in Q4 2020 and held it in 6 quarters. The position peaked at $287K in Q2 2023. 736 funds tracked by Wall St. Rank hold IJJ as of Q2 2024.

  • Lyell Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Lyell Wealth Management sold 2,065 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2024, an estimated $244K.
  • Lyell Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 6 quarters.
  • Lyell Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $287K in Q2 2023.
  • 736 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2024.

Based on Lyell Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.