SGC
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Slocum, Gordon & Co’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Slocum, Gordon & Co’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
2023
Q4 		– Sell
-172
Closed -$17.4K – 146
2023
Q3 		$17.4K Hold
172
– – 0.02% 108
2023
Q2 		$18.4K Buy
+172
New +$17.5K 0.01% 102

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Slocum, Gordon & Co's IJJ Position: Q4 2023 in Review

Slocum, Gordon & Co sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2023, closing a stake of 172 shares — an estimated $17.4K sold.

Slocum, Gordon & Co first reported a position in IJJ in Q2 2023 and held it in 2 quarters. The position peaked at $18.4K in Q2 2023. 733 funds tracked by Wall St. Rank hold IJJ as of Q4 2023.

  • Slocum, Gordon & Co reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2023 after selling out during the quarter.
  • Slocum, Gordon & Co sold 172 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2023, an estimated $17.4K.
  • Slocum, Gordon & Co first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2023 and held it in 2 quarters.
  • Slocum, Gordon & Co's iShares S&P Mid-Cap 400 Value ETF position peaked at $18.4K in Q2 2023.
  • 733 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2023.

Based on Slocum, Gordon & Co's 13F filing for Q4 2023, filed 14 Feb 2024.