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

Nauset Wealth 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
2022 Q1	$3.43M	Buy	+31,250	New	+$3.37M	2.72%	12

Other funds holding IJJ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nauset Wealth Management's IJJ Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2022: 31,250 shares worth $3.43M. The stake represents 2.72% of the portfolio and ranks #12 among its holdings.

681 funds tracked by Wall St. Rank hold IJJ as of Q1 2022.

Nauset Wealth Management held 31,250 shares of iShares S&P Mid-Cap 400 Value ETF worth $3.43M as of Q1 2022.
iShares S&P Mid-Cap 400 Value ETF was a new Nauset Wealth Management position in Q1 2022.
iShares S&P Mid-Cap 400 Value ETF made up 2.72% of Nauset Wealth Management's portfolio in Q1 2022, its #12 holding.
681 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.