SA
IJJ icon

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

SpiderRock 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
2024
Q3 		$2.66M Buy
21,545
+1,117
+5% +$133K 0.04% 260
2024
Q2 		$2.32M Hold
20,428
– – 0.05% 253
2024
Q1 		$2.31M Buy
+20,428
New +$2.3M 0.06% 235

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 $18.1B AUM 24.63% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SpiderRock Advisors's IJJ Position: Q3 2024 in Review

SpiderRock Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 5.5% in Q3 2024, buying an estimated $133K and bringing the position to 21,545 shares worth $2.66M. The position accounts for 0.04% of the portfolio, ranked #260.

SpiderRock Advisors first reported a position in IJJ in Q1 2024 and has held it in 3 quarters since. 757 funds tracked by Wall St. Rank hold IJJ as of Q3 2024.

  • SpiderRock Advisors held 21,545 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.66M as of Q3 2024.
  • SpiderRock Advisors bought 1,117 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2024, an estimated $133K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.04% of SpiderRock Advisors's portfolio in Q3 2024, its #260 holding.
  • SpiderRock Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 3 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.