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Strategic Equity Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Strategic Equity Management’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
Q3 		– Sell
-4,394
Closed -$415K – 40
2022
Q2 		$415K Buy
4,394
+601
+16% +$61.3K 0.22% 29
2022
Q1 		$416K Buy
+3,793
New +$409K 0.15% 32

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
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

Strategic Equity Management's IJJ Position: Q3 2022 in Review

Strategic Equity Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2022, closing a stake of 4,394 shares — an estimated $415K sold.

Strategic Equity Management first reported a position in IJJ in Q1 2022 and held it in 2 quarters. The position peaked at $416K in Q1 2022. 625 funds tracked by Wall St. Rank hold IJJ as of Q3 2022.

  • Strategic Equity Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2022 after selling out during the quarter.
  • Strategic Equity Management sold 4,394 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2022, an estimated $415K.
  • Strategic Equity Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and held it in 2 quarters.
  • Strategic Equity Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $416K in Q1 2022.
  • 625 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2022.

Based on Strategic Equity Management's 13F filing for Q3 2022, filed 17 Oct 2022.