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

Mine & Arao Wealth Creation & 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
-18
Closed -$2.13K – 214
2024
Q1 		$2.13K Buy
+18
New +$2.03K ﹤0.01% 283

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

Mine & Arao Wealth Creation & Management's IJJ Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2024, closing a stake of 18 shares — an estimated $2.13K sold.

Mine & Arao Wealth Creation & Management first reported a position in IJJ in Q1 2024 and held it in 1 quarter. The position peaked at $2.13K in Q1 2024. 736 funds tracked by Wall St. Rank hold IJJ as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 18 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2024, an estimated $2.13K.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2024 and held it in 1 quarter.
  • Mine & Arao Wealth Creation & Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.13K in Q1 2024.
  • 736 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.