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	$64.4K	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	$49K	Hold	515	–	–	0.01%	79
2022 Q1	$56K	Buy	+515	New	+$55.6K	0.04%	83

Other funds holding IJJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RE Dickinson Investment Advisors's IJJ Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q4 2024 at 515 shares worth $64.4K. The position accounts for 0.04% of the portfolio, ranked #82.

RE Dickinson Investment Advisors first reported a position in IJJ in Q1 2022 and has held it in 12 quarters since. 826 funds tracked by Wall St. Rank hold IJJ as of Q4 2024.

RE Dickinson Investment Advisors held 515 shares of iShares S&P Mid-Cap 400 Value ETF worth $64.4K as of Q4 2024.
RE Dickinson Investment Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q4 2024.
iShares S&P Mid-Cap 400 Value ETF made up 0.04% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #82 holding.
RE Dickinson Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and has held it in 12 quarters since.
826 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.