Platte River Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Platte River Wealth 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 Q3	$2.22M	Sell	17,974 -485	-3%	-$57.7K	0.6%	32
2024 Q2	$2.09M	Sell	18,459 -601	-3%	-$68.5K	0.59%	32
2024 Q1	$2.25M	Sell	19,060 -735	-4%	-$82.8K	0.64%	31
2023 Q4	$2.26M	Hold	19,795	–	–	0.75%	31
2023 Q3	$2M	Sell	19,795 -43	-0.2%	-$4.6K	0.73%	31
2023 Q2	$2.13M	Hold	19,838	–	–	0.74%	31
2023 Q1	$2.04M	Sell	19,838 -7,190	-27%	-$768K	0.78%	31
2022 Q4	$2.72M	Hold	27,028	–	–	1.15%	21
2022 Q3	$2.43M	Hold	27,028	–	–	1.09%	24
2022 Q2	$2.55M	Sell	27,028 -950	-3%	-$96.9K	1.1%	23
2022 Q1	$3.07M	Sell	27,978 -235	-0.8%	-$25.4K	1.12%	21
2021 Q4	$3.17M	Sell	28,213 -2,060	-7%	-$224K	1.08%	24
2021 Q3	$3.12M	Buy	30,273 +93	+0.3%	+$9.77K	1.15%	25
2021 Q2	$3.18M	Buy	30,180 +69	+0.2%	+$7.37K	1.21%	25
2021 Q1	$3.12M	Sell	30,111 -467	-2%	-$44.6K	1.28%	23
2020 Q4	$2.78M	Sell	30,578 -1,882	-6%	-$148K	1.2%	23
2020 Q3	$2.19M	Sell	32,460 -1,992	-6%	-$138K	1.13%	25
2020 Q2	$2.3M	Buy	+34,452	New	+$2.16M	1.27%	21
2019 Q4	$3.72M	Buy	+45,440	New	+$3.73M	1.95%	12

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 $18.1B AUM 24.63% 1-Year Est. Return

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

Platte River Wealth Advisors's IJJ Position: Q3 2024 in Review

Platte River Wealth Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.6% in Q3 2024, selling an estimated $57.7K and leaving 17,974 shares worth $2.22M. The position accounts for 0.6% of the portfolio, ranked #32.

Platte River Wealth Advisors first reported a position in IJJ in Q4 2019 and has held it in 19 quarters since. The position peaked at $3.72M in Q4 2019. 757 funds tracked by Wall St. Rank hold IJJ as of Q3 2024.

Platte River Wealth Advisors held 17,974 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.22M as of Q3 2024.
Platte River Wealth Advisors sold 485 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2024, an estimated $57.7K.
iShares S&P Mid-Cap 400 Value ETF made up 0.6% of Platte River Wealth Advisors's portfolio in Q3 2024, its #32 holding.
Platte River Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 19 quarters since.
Platte River Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $3.72M in Q4 2019.
757 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.