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

Resurgent Financial 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
2023 Q4	–	Sell	-609	Closed	-$61.5K	–	516
2023 Q3	$61.5K	Hold	609	–	–	0.04%	294
2023 Q2	$65.2K	Buy	+609	New	+$61.9K	0.04%	291
2023 Q1	–	Sell	-3,510	Closed	-$354K	–	552
2022 Q4	$354K	Buy	3,510 +45	+1%	+$4.49K	0.19%	125
2022 Q3	$312K	Hold	3,465	–	–	0.21%	133
2022 Q2	$327K	Buy	+3,465	New	+$353K	0.21%	126

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

Resurgent Financial Advisors's IJJ Position: Q4 2023 in Review

Resurgent Financial Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2023, closing a stake of 609 shares — an estimated $61.5K sold.

Resurgent Financial Advisors first reported a position in IJJ in Q2 2022 and held it in 5 quarters. The position peaked at $354K in Q4 2022. 733 funds tracked by Wall St. Rank hold IJJ as of Q4 2023.

Resurgent Financial Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2023 after selling out during the quarter.
Resurgent Financial Advisors sold 609 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2023, an estimated $61.5K.
Resurgent Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2022 and held it in 5 quarters.
Resurgent Financial Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $354K in Q4 2022.
733 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2023.

Based on Resurgent Financial Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.