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

Second Half Financial 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 Q1	–	Sell	-6,196	Closed	-$707K	–	67
2023 Q4	$707K	Sell	6,196 -532	-8%	-$54.7K	0.35%	29
2023 Q3	$679K	Sell	6,728 -988	-13%	-$106K	0.34%	21
2023 Q2	$827K	Sell	7,716 -279	-3%	-$28.3K	0.19%	89
2023 Q1	$822K	Sell	7,995 -219	-3%	-$23.4K	0.49%	17
2022 Q4	$922K	Buy	8,214 +197	+2%	+$19.7K	0.6%	21
2022 Q3	$722K	Buy	8,017 +1,145	+17%	+$114K	0.9%	18
2022 Q2	$700K	Hold	6,872	–	–	0.54%	42
2022 Q1	$700K	Buy	+6,872	New	+$742K	0.54%	42

Other funds holding IJJ

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Second Half Financial Partners's IJJ Position: Q1 2024 in Review

Second Half Financial Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2024, closing a stake of 6,196 shares — an estimated $707K sold.

Second Half Financial Partners first reported a position in IJJ in Q1 2022 and held it in 8 quarters. The position peaked at $922K in Q4 2022. 730 funds tracked by Wall St. Rank hold IJJ as of Q1 2024.

Second Half Financial Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2024 after selling out during the quarter.
Second Half Financial Partners sold 6,196 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2024, an estimated $707K.
Second Half Financial Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and held it in 8 quarters.
Second Half Financial Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $922K in Q4 2022.
730 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2024.

Based on Second Half Financial Partners's 13F filing for Q1 2024, filed 9 May 2024.