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

Safeguard Financial’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
Q3 		– Sell
-76
Closed -$8K – 295
2023
Q2 		$8K Buy
+76
New +$7.72K ﹤0.01% 357

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Safeguard Financial's IJJ Position: Q3 2023 in Review

Safeguard Financial sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2023, closing a stake of 76 shares — an estimated $8K sold.

Safeguard Financial first reported a position in IJJ in Q2 2023 and held it in 1 quarter. The position peaked at $8K in Q2 2023. 665 funds tracked by Wall St. Rank hold IJJ as of Q3 2023.

  • Safeguard Financial reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 76 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2023, an estimated $8K.
  • Safeguard Financial first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's iShares S&P Mid-Cap 400 Value ETF position peaked at $8K in Q2 2023.
  • 665 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.