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Riverwater Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Riverwater Partners’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
Q2 		– Sell
-2,190
Closed -$259K – 194
2024
Q1 		$259K Hold
2,190
– – 0.19% 164
2023
Q4 		$250K Sell
2,190
-670
-23% -$68.9K 0.2% 167
2023
Q3 		$289K Buy
+2,860
New +$306K 0.26% 136

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Riverwater Partners's IJJ Position: Q2 2024 in Review

Riverwater Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2024, closing a stake of 2,190 shares — an estimated $259K sold.

Riverwater Partners first reported a position in IJJ in Q3 2023 and held it in 3 quarters. The position peaked at $289K in Q3 2023. 736 funds tracked by Wall St. Rank hold IJJ as of Q2 2024.

  • Riverwater Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Riverwater Partners sold 2,190 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2024, an estimated $259K.
  • Riverwater Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2023 and held it in 3 quarters.
  • Riverwater Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $289K in Q3 2023.
  • 736 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2024.

Based on Riverwater Partners's 13F filing for Q2 2024, filed 19 Jul 2024.