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

SBK 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
2022
Q1 		– Sell
-128
Closed -$14K – 92
2021
Q4 		$14K Buy
+128
New +$13.9K 0.01% 117

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SBK Financial's IJJ Position: Q1 2022 in Review

SBK Financial sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2022, closing a stake of 128 shares — an estimated $14K sold.

SBK Financial first reported a position in IJJ in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 681 funds tracked by Wall St. Rank hold IJJ as of Q1 2022.

  • SBK Financial reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2022 after selling out during the quarter.
  • SBK Financial sold 128 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2022, an estimated $14K.
  • SBK Financial first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 1 quarter.
  • SBK Financial's iShares S&P Mid-Cap 400 Value ETF position peaked at $14K in Q4 2021.
  • 681 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.