MIM
IJJ icon

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

Macroview Investment 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
Q4 		– Sell
-1,342
Closed -$166K – 299
2024
Q3 		$166K Buy
1,342
+23
+2% +$2.73K 0.16% 84
2024
Q2 		$150K Buy
1,319
+38
+3% +$4.33K 0.16% 82
2024
Q1 		$152K Buy
1,281
+30
+2% +$3.38K 0.17% 87
2023
Q4 		$143K Buy
1,251
+29
+2% +$2.98K 0.17% 89
2023
Q3 		$123K Sell
1,222
-237
-16% -$25.3K 0.16% 80
2023
Q2 		$156K Buy
1,459
+108
+8% +$11K 0.24% 54
2023
Q1 		$139K Buy
1,351
+69
+5% +$7.37K 0.22% 55
2022
Q4 		$129K Buy
1,282
+176
+16% +$17.6K 0.22% 61
2022
Q3 		$100K Buy
1,106
+324
+41% +$32.3K 0.18% 61
2022
Q2 		$74K Buy
782
+91
+13% +$9.28K 0.12% 74
2022
Q1 		$76K Buy
691
+100
+17% +$10.8K 0.11% 79
2021
Q4 		$65K Sell
591
-37
-6% -$4.03K 0.08% 83
2021
Q3 		$65K Buy
628
+84
+15% +$8.83K 0.08% 81
2021
Q2 		$57K Sell
544
-65
-11% -$6.94K 0.08% 90
2021
Q1 		$62K Buy
609
+73
+14% +$6.97K 0.09% 78
2020
Q4 		$46K Buy
536
+28
+6% +$2.2K 0.07% 84
2020
Q3 		$34K Buy
508
+2
+0.4% +$138 0.06% 93
2020
Q2 		$34K Sell
506
-20
-4% -$1.25K 0.07% 88
2020
Q1 		$29K Buy
526
+96
+22% +$7.22K 0.06% 88
2019
Q4 		$37K Buy
+430
New +$35.3K 0.08% 81

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Macroview Investment Management's IJJ Position: Q4 2024 in Review

Macroview Investment Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2024, closing a stake of 1,342 shares — an estimated $166K sold.

Macroview Investment Management first reported a position in IJJ in Q4 2019 and held it in 20 quarters. The position peaked at $166K in Q3 2024. 825 funds tracked by Wall St. Rank hold IJJ as of Q4 2024.

  • Macroview Investment Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 1,342 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2024, an estimated $166K.
  • Macroview Investment Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and held it in 20 quarters.
  • Macroview Investment Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $166K in Q3 2024.
  • 825 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.