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

Sugarloaf Wealth 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
2024 Q4	$20K	Hold	160	–	–	﹤0.01%	406
2024 Q3	$19.8K	Hold	160	–	–	﹤0.01%	416
2024 Q2	$18.2K	Hold	160	–	–	﹤0.01%	412
2024 Q1	$18.9K	Sell	160 -6	-4%	-$676	﹤0.01%	409
2023 Q4	$18.9K	Hold	166	–	–	﹤0.01%	403
2023 Q3	$16.8K	Hold	166	–	–	﹤0.01%	402
2023 Q2	$17.8K	Hold	166	–	–	﹤0.01%	403
2023 Q1	$17.1K	Hold	166	–	–	﹤0.01%	411
2022 Q4	$16.7K	Buy	166 +6	+4%	+$599	﹤0.01%	434
2022 Q3	$15K	Hold	160	–	–	﹤0.01%	457
2022 Q2	$15K	Hold	160	–	–	﹤0.01%	458
2022 Q1	$18K	Hold	160	–	–	﹤0.01%	422
2021 Q4	$18K	Hold	160	–	–	﹤0.01%	442
2021 Q3	$16K	Hold	160	–	–	﹤0.01%	463
2021 Q2	$17K	Sell	160 -3,095	-95%	-$331K	﹤0.01%	438
2021 Q1	$16	Buy	3,255 +3,095	+1,934%	+$295K	﹤0.01%	445
2020 Q4	$14K	Hold	160	–	–	﹤0.01%	445
2020 Q3	$11K	Hold	160	–	–	﹤0.01%	446
2020 Q2	$11K	Hold	160	–	–	﹤0.01%	435
2020 Q1	$9K	Hold	160	–	–	﹤0.01%	445
2019 Q4	$14K	Buy	+160	New	+$13.1K	0.01%	425

Other funds holding IJJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sugarloaf Wealth Management's IJJ Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q4 2024 at 160 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Sugarloaf Wealth Management first reported a position in IJJ in Q4 2019 and has held it in 21 quarters since. 825 funds tracked by Wall St. Rank hold IJJ as of Q4 2024.

Sugarloaf Wealth Management held 160 shares of iShares S&P Mid-Cap 400 Value ETF worth $20K as of Q4 2024.
Sugarloaf Wealth Management left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q4 2024.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #406 holding.
Sugarloaf Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 21 quarters since.
825 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.