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

Schechter 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
Q4 		– Sell
-2,357
Closed -$212K – 873
2022
Q3 		$212K Hold
2,357
– – 0.02% 820
2022
Q2 		$223K Buy
+2,357
New +$240K 0.02% 811

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

Schechter Investment Advisors's IJJ Position: Q4 2022 in Review

Schechter Investment Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2022, closing a stake of 2,357 shares — an estimated $212K sold.

Schechter Investment Advisors first reported a position in IJJ in Q2 2022 and held it in 2 quarters. The position peaked at $223K in Q2 2022. 690 funds tracked by Wall St. Rank hold IJJ as of Q4 2022.

  • Schechter Investment Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 2,357 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2022, an estimated $212K.
  • Schechter Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2022 and held it in 2 quarters.
  • Schechter Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $223K in Q2 2022.
  • 690 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2022.

Based on Schechter Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.