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

Richwood 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
2022
Q1 		– Sell
-590
Closed -$65K – 176
2021
Q4 		$65K Buy
+590
New +$64.2K 0.06% 155

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Richwood Investment Advisors's IJJ Position: Q1 2022 in Review

Richwood Investment Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2022, closing a stake of 590 shares — an estimated $65K sold.

Richwood Investment Advisors first reported a position in IJJ in Q4 2021 and held it in 1 quarter. The position peaked at $65K in Q4 2021. 682 funds tracked by Wall St. Rank hold IJJ as of Q1 2022.

  • Richwood Investment Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Richwood Investment Advisors sold 590 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2022, an estimated $65K.
  • Richwood Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 1 quarter.
  • Richwood Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $65K in Q4 2021.
  • 682 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2022.

Based on Richwood Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.