RDIA
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RE Dickinson Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

RE Dickinson Investment 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 		$644K Hold
515
– – 0.04% 82
2024
Q3 		$63.7K Hold
515
– – 0.04% 85
2024
Q2 		$58.4K Hold
515
– – 0.04% 85
2024
Q1 		$61K Hold
515
– – 0.04% 78
2023
Q4 		$59K Hold
515
– – 0.04% 73
2023
Q3 		$52K Hold
515
– – 0.04% 81
2023
Q2 		$55K Hold
515
– – 0.02% 150
2023
Q1 		$53K Hold
515
– – 0.02% 156
2022
Q4 		$52K Hold
515
– – 0.02% 141
2022
Q3 		$46K Hold
515
– – 0.04% 74
2022
Q2 		$49 Hold
515
– – 0.01% 79
2022
Q1 		$56K Buy
+515
New +$55.6K 0.04% 83

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 $501B 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 $564B 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 $431B 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