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

Shilanski & Associates’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
-5,876
Closed -$529K – 144
2022
Q3 		$529K Buy
+5,876
New +$585K 0.19% 68

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

Shilanski & Associates's IJJ Position: Q4 2022 in Review

Shilanski & Associates sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2022, closing a stake of 5,876 shares — an estimated $529K sold.

Shilanski & Associates first reported a position in IJJ in Q3 2022 and held it in 1 quarter. The position peaked at $529K in Q3 2022. 690 funds tracked by Wall St. Rank hold IJJ as of Q4 2022.

  • Shilanski & Associates reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 5,876 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2022, an estimated $529K.
  • Shilanski & Associates first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's iShares S&P Mid-Cap 400 Value ETF position peaked at $529K in Q3 2022.
  • 690 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.