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Strategic Wealth Partners Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Strategic Wealth Partners Group’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
Q1 		$1.22M Buy
10,323
+3
+0% +$338 0.13% 44
2023
Q4 		$1.18M Buy
10,320
+1,461
+16% +$150K 0.15% 42
2023
Q3 		$899K Hold
8,859
– – 0.13% 40
2023
Q2 		$949K Hold
8,859
– – 0.14% 39
2023
Q1 		$882K Buy
8,859
+8
+0.1% +$855 0.14% 38
2022
Q4 		$892K Hold
8,851
– – 0.19% 28
2022
Q3 		$797K Sell
8,851
-93
-1% -$9.26K 0.19% 28
2022
Q2 		$844K Buy
8,944
+1,699
+23% +$173K 0.19% 28
2022
Q1 		$794K Sell
7,245
-3,334
-32% -$360K 0.15% 32
2021
Q4 		$1.17M Buy
10,579
+11
+0.1% +$1.2K 0.2% 31
2021
Q3 		$1.09M Buy
+10,568
New +$1.11M 0.21% 29
2021
Q1 		$1.05M Buy
10,295
+406
+4% +$38.8K 0.21% 29
2020
Q4 		$853K Buy
9,889
+5
+0.1% +$392 0.18% 33
2020
Q3 		$667K Sell
9,884
-7,336
-43% -$507K 0.16% 32
2020
Q2 		$1.15M Sell
17,220
-4,036
-19% -$253K 0.29% 23
2020
Q1 		$1.17M Buy
21,256
+192
+0.9% +$14.4K 0.34% 23
2019
Q4 		$1.8M Buy
21,064
+1,530
+8% +$126K 0.43% 23
2019
Q3 		$1.56M Buy
19,534
+5,044
+35% +$397K 0.43% 20
2019
Q2 		$1.16M Buy
14,490
+4,660
+47% +$370K 0.34% 20
2019
Q1 		$771K Sell
9,830
-1,158
-11% -$89.7K 0.25% 21
2018
Q4 		$760K Buy
+10,988
New +$840K 0.29% 18

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

Strategic Wealth Partners Group's IJJ Position: Q1 2024 in Review

Strategic Wealth Partners Group increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.03% in Q1 2024, buying an estimated $338 and bringing the position to 10,323 shares worth $1.22M. The position accounts for 0.13% of the portfolio, ranked #44.

Strategic Wealth Partners Group first reported a position in IJJ in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.8M in Q4 2019. 729 funds tracked by Wall St. Rank hold IJJ as of Q1 2024.

  • Strategic Wealth Partners Group held 10,323 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.22M as of Q1 2024.
  • Strategic Wealth Partners Group bought 3 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2024, an estimated $338.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.13% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #44 holding.
  • Strategic Wealth Partners Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 21 quarters since.
  • Strategic Wealth Partners Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.8M in Q4 2019.
  • 729 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.