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

Shepherd 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
2022
Q1 		– Sell
-1,809
Closed -$200K – 167
2021
Q4 		$200K Buy
+1,809
New +$197K 0.03% 152

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
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
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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
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

Shepherd Financial Partners's IJJ Position: Q1 2022 in Review

Shepherd Financial Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2022, closing a stake of 1,809 shares — an estimated $200K sold.

Shepherd Financial Partners first reported a position in IJJ in Q4 2021 and held it in 1 quarter. The position peaked at $200K in Q4 2021. 682 funds tracked by Wall St. Rank hold IJJ as of Q1 2022.

  • Shepherd Financial Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Shepherd Financial Partners sold 1,809 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2022, an estimated $200K.
  • Shepherd Financial Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 1 quarter.
  • Shepherd Financial Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $200K in Q4 2021.
  • 682 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2022.

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