NMM
IJJ icon

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

Naples Money 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
Q3 		– Sell
-73
Closed -$8.22K – 415
2024
Q2 		$8.22K Buy
+73
New +$8.33K 0.01% 215

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 $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Naples Money Management's IJJ Position: Q3 2024 in Review

Naples Money Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2024, closing a stake of 73 shares — an estimated $8.22K sold.

Naples Money Management first reported a position in IJJ in Q2 2024 and held it in 1 quarter. The position peaked at $8.22K in Q2 2024. 757 funds tracked by Wall St. Rank hold IJJ as of Q3 2024.

  • Naples Money Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 73 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2024, an estimated $8.22K.
  • Naples Money Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2024 and held it in 1 quarter.
  • Naples Money Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $8.22K in Q2 2024.
  • 757 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.