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

Summit Financial Wealth 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
2023 Q3	–	Sell	-2,834	Closed	-$304K	–	126
2023 Q2	$304K	Hold	2,834	–	–	0.07%	102
2023 Q1	$291K	Hold	2,834	–	–	0.07%	109
2022 Q4	$286K	Buy	+2,834	New	+$283K	0.07%	111
2017 Q4	–	Sell	-2,746	Closed	-$210K	–	147
2017 Q3	$210K	Sell	2,746 -122	-4%	-$9.05K	0.08%	131
2017 Q2	$213K	Sell	2,868 -226	-7%	-$16.7K	0.08%	140
2017 Q1	$230K	Buy	3,094 +50	+2%	+$3.71K	0.1%	124
2016 Q4	$221K	Hold	3,044	–	–	0.1%	130
2016 Q3	$202K	Buy	+3,044	New	+$201K	0.09%	139

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial Wealth Advisors's IJJ Position: Q3 2023 in Review

Summit Financial Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2023, closing a stake of 2,834 shares — an estimated $304K sold.

Summit Financial Wealth Advisors first reported a position in IJJ in Q3 2016 and held it in 8 quarters. The position peaked at $304K in Q2 2023. 665 funds tracked by Wall St. Rank hold IJJ as of Q3 2023.

Summit Financial Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2023 after selling out during the quarter.
Summit Financial Wealth Advisors sold 2,834 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2023, an estimated $304K.
Summit Financial Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2016 and held it in 8 quarters.
Summit Financial Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $304K in Q2 2023.
665 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2023.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.