NHT
IJJ icon

New Hampshire Trust’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

New Hampshire Trust’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
2023
Q2 		– Sell
-228
Closed -$23.4K – 248
2023
Q1 		$23.4K Buy
+228
New +$24.4K 0.01% 297

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

New Hampshire Trust's IJJ Position: Q2 2023 in Review

New Hampshire Trust sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2023, closing a stake of 228 shares — an estimated $23.4K sold.

New Hampshire Trust first reported a position in IJJ in Q1 2023 and held it in 1 quarter. The position peaked at $23.4K in Q1 2023. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

  • New Hampshire Trust reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2023 after selling out during the quarter.
  • New Hampshire Trust sold 228 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $23.4K.
  • New Hampshire Trust first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2023 and held it in 1 quarter.
  • New Hampshire Trust's iShares S&P Mid-Cap 400 Value ETF position peaked at $23.4K in Q1 2023.
  • 679 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2023.

Based on New Hampshire Trust's 13F filing for Q2 2023, filed 11 Jul 2023.