National Wealth Management Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

National Wealth Management Group’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	-9,050	Closed	-$1.03M	–	158
2024 Q2	$1.03M	Buy	9,050 +2,037	+29%	+$232K	0.78%	33
2024 Q1	$830K	Buy	7,013 +296	+4%	+$33.3K	0.65%	40
2023 Q4	$766K	Buy	+6,717	New	+$691K	0.74%	38
2023 Q3	–	Sell	-7,875	Closed	-$864K	–	140
2023 Q2	$864K	Buy	+7,875	New	+$800K	0.9%	34

Other funds holding IJJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

National Wealth Management Group's IJJ Position: Q3 2024 in Review

National Wealth Management Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2024, closing a stake of 9,050 shares — an estimated $1.03M sold.

National Wealth Management Group first reported a position in IJJ in Q2 2023 and held it in 4 quarters. The position peaked at $1.03M in Q2 2024. 756 funds tracked by Wall St. Rank hold IJJ as of Q3 2024.

National Wealth Management Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2024 after selling out during the quarter.
National Wealth Management Group sold 9,050 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2024, an estimated $1.03M.
National Wealth Management Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2023 and held it in 4 quarters.
National Wealth Management Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.03M 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 National Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.