Sargent Bickham Lagudis’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Sargent Bickham Lagudis’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 Q4	$32.8K	Buy	326 +1	+0.3%	+$100	﹤0.01%	512
2022 Q3	$29K	Hold	325	–	–	﹤0.01%	508
2022 Q2	$31K	Hold	325	–	–	﹤0.01%	512
2022 Q1	$36K	Hold	325	–	–	﹤0.01%	517
2021 Q4	$36K	Buy	325 +201	+162%	+$21.9K	﹤0.01%	510
2021 Q3	$13K	Hold	124	–	–	﹤0.01%	674
2021 Q2	$13K	Hold	124	–	–	﹤0.01%	675
2021 Q1	$13K	Hold	124	–	–	﹤0.01%	650
2020 Q4	$11K	Buy	124 +52	+72%	+$4.08K	﹤0.01%	647
2020 Q3	$5K	Buy	+72	New	+$4.97K	﹤0.01%	661

Other funds holding IJJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Sargent Bickham Lagudis's IJJ Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.31% in Q4 2022, buying an estimated $100 and bringing the position to 326 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Sargent Bickham Lagudis first reported a position in IJJ in Q3 2020 and has held it in 10 quarters since. The position peaked at $36K in Q1 2022. 690 funds tracked by Wall St. Rank hold IJJ as of Q4 2022.

Sargent Bickham Lagudis held 326 shares of iShares S&P Mid-Cap 400 Value ETF worth $32.8K as of Q4 2022.
Sargent Bickham Lagudis bought 1 iShares S&P Mid-Cap 400 Value ETF share in Q4 2022, an estimated $100.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #512 holding.
Sargent Bickham Lagudis first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2020 and has held it in 10 quarters since.
Sargent Bickham Lagudis's iShares S&P Mid-Cap 400 Value ETF position peaked at $36K in Q1 2022.
690 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.