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

Realta 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 Q3	–	Sell	-728	Closed	-$82.6K	–	540
2024 Q2	$82.6K	Hold	728	–	–	0.02%	486
2024 Q1	$86.1K	Buy	+728	New	+$82K	0.02%	491
2023 Q4	–	Sell	-728	Closed	-$78K	–	593
2023 Q3	$78K	Hold	728	–	–	0.02%	482
2023 Q2	$78K	Buy	+728	New	+$74K	0.02%	512
2023 Q1	–	Sell	-1,142	Closed	-$115K	–	604
2022 Q4	$115K	Sell	1,142 -58	-5%	-$5.79K	0.03%	467
2022 Q3	$108K	Buy	+1,200	New	+$119K	0.03%	440
2020 Q1	–	Sell	-1,390	Closed	-$115K	–	817
2019 Q4	$115K	Buy	1,390 +138	+11%	+$11.3K	0.03%	465
2019 Q3	$101K	Sell	1,252 -56	-4%	-$4.41K	0.03%	498
2019 Q2	$104K	Buy	1,308 +364	+39%	+$28.9K	0.03%	488
2019 Q1	$74K	Buy	+944	New	+$73.1K	0.03%	455

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 $16.5B AUM 19.94% 1-Year Est. Return

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

Realta Investment Advisors's IJJ Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2024, closing a stake of 728 shares — an estimated $82.6K sold.

Realta Investment Advisors first reported a position in IJJ in Q1 2019 and held it in 10 quarters. The position peaked at $115K in Q4 2022. 756 funds tracked by Wall St. Rank hold IJJ as of Q3 2024.

Realta Investment Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 728 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2024, an estimated $82.6K.
Realta Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $115K in Q4 2022.
756 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.