SIM
IJJ icon

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

Studio Investment 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
2023
Q2 		– Sell
-92
Closed -$9.46K – 228
2023
Q1 		$9.46K Hold
92
– – ﹤0.01% 197
2022
Q4 		$9.27K Buy
+92
New +$9.19K ﹤0.01% 169

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

Studio Investment Management's IJJ Position: Q2 2023 in Review

Studio Investment Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2023, closing a stake of 92 shares — an estimated $9.46K sold.

Studio Investment Management first reported a position in IJJ in Q4 2022 and held it in 2 quarters. The position peaked at $9.46K in Q1 2023. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

  • Studio Investment Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2023 after selling out during the quarter.
  • Studio Investment Management sold 92 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $9.46K.
  • Studio Investment Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and held it in 2 quarters.
  • Studio Investment Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $9.46K in Q1 2023.
  • 679 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2023.

Based on Studio Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.