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Mitchell Sinkler & Starr’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Mitchell Sinkler & Starr’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
-646
Closed -$73.7K – 202
2023
Q4 		$73.7K Buy
+646
New +$66.4K 0.01% 185

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 $18.1B AUM 24.63% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mitchell Sinkler & Starr's IJJ Position: Q1 2024 in Review

Mitchell Sinkler & Starr sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2024, closing a stake of 646 shares — an estimated $73.7K sold.

Mitchell Sinkler & Starr first reported a position in IJJ in Q4 2023 and held it in 1 quarter. The position peaked at $73.7K in Q4 2023. 729 funds tracked by Wall St. Rank hold IJJ as of Q1 2024.

  • Mitchell Sinkler & Starr reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 646 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2024, an estimated $73.7K.
  • Mitchell Sinkler & Starr first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and held it in 1 quarter.
  • Mitchell Sinkler & Starr's iShares S&P Mid-Cap 400 Value ETF position peaked at $73.7K 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 Mitchell Sinkler & Starr's 13F filing for Q1 2024, filed 30 Apr 2024.