Resource Consulting Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Resource Consulting Group’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
2023 Q4	$362K	Hold	3,174	–	–	0.06%	47
2023 Q3	$320K	Hold	3,174	–	–	0.06%	44
2023 Q2	$340K	Hold	3,174	–	–	0.07%	52
2023 Q1	$326K	Hold	3,174	–	–	0.08%	25
2022 Q4	$320K	Hold	3,174	–	–	0.08%	25
2022 Q3	$286K	Hold	3,174	–	–	0.08%	35
2022 Q2	$300K	Sell	3,174 -4,612	-59%	-$470K	0.13%	45
2022 Q1	$854K	Hold	7,786	–	–	0.3%	30
2021 Q4	$862K	Buy	+7,786	New	+$847K	0.3%	26

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

Resource Consulting Group's IJJ Position: Q4 2023 in Review

Resource Consulting Group held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q4 2023 at 3,174 shares worth $362K. The position accounts for 0.06% of the portfolio, ranked #47.

Resource Consulting Group first reported a position in IJJ in Q4 2021 and has held it in 9 quarters since. The position peaked at $862K in Q4 2021. 733 funds tracked by Wall St. Rank hold IJJ as of Q4 2023.

Resource Consulting Group held 3,174 shares of iShares S&P Mid-Cap 400 Value ETF worth $362K as of Q4 2023.
Resource Consulting Group left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q4 2023.
iShares S&P Mid-Cap 400 Value ETF made up 0.06% of Resource Consulting Group's portfolio in Q4 2023, its #47 holding.
Resource Consulting Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 9 quarters since.
Resource Consulting Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $862K in Q4 2021.
733 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.