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Rather & Kittrell’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Rather & Kittrell’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 		– Sell
-132
Closed -$14K – 167
2021
Q4 		$14K Buy
+132
New +$14.4K 0.01% 201

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rather & Kittrell's IJJ Position: Q1 2022 in Review

Rather & Kittrell sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2022, closing a stake of 132 shares — an estimated $14K sold.

Rather & Kittrell first reported a position in IJJ in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 682 funds tracked by Wall St. Rank hold IJJ as of Q1 2022.

  • Rather & Kittrell reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 132 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2022, an estimated $14K.
  • Rather & Kittrell first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's iShares S&P Mid-Cap 400 Value ETF position peaked at $14K in Q4 2021.
  • 682 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.