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Northwest Financial Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-135
Closed -$16.7K – 308
2024
Q3 		$16.7K Buy
+135
New +$16.1K 0.01% 342
2024
Q1 		– Sell
-134
Closed -$15.2K – 282
2023
Q4 		$15.2K Buy
+134
New +$13.8K 0.01% 336

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwest Financial Advisors's IJJ Position: Q4 2024 in Review

Northwest Financial Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2024, closing a stake of 135 shares — an estimated $16.7K sold.

Northwest Financial Advisors first reported a position in IJJ in Q4 2023 and held it in 2 quarters. The position peaked at $16.7K in Q3 2024. 825 funds tracked by Wall St. Rank hold IJJ as of Q4 2024.

  • Northwest Financial Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 135 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2024, an estimated $16.7K.
  • Northwest Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $16.7K in Q3 2024.
  • 825 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.