Marshall Wace
IJJ icon

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

Marshall Wace’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
Q3 		– Sell
-2,028
Closed -$230K – 2712
2024
Q2 		$230K Buy
+2,028
New +$231K ﹤0.01% 2250
2019
Q2 		– Sell
-648
Closed -$51K – 1566
2019
Q1 		$51K Buy
+648
New +$50.2K ﹤0.01% 1528

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

Marshall Wace's IJJ Position: Q3 2024 in Review

Marshall Wace sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2024, closing a stake of 2,028 shares — an estimated $230K sold.

Marshall Wace first reported a position in IJJ in Q1 2019 and held it in 2 quarters. The position peaked at $230K in Q2 2024. 756 funds tracked by Wall St. Rank hold IJJ as of Q3 2024.

  • Marshall Wace reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Marshall Wace sold 2,028 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2024, an estimated $230K.
  • Marshall Wace first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2019 and held it in 2 quarters.
  • Marshall Wace's iShares S&P Mid-Cap 400 Value ETF position peaked at $230K in Q2 2024.
  • 756 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2024.

Based on Marshall Wace's 13F filing for Q3 2024, filed 14 Nov 2024.