Syverson Strege & Co’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Syverson Strege & Co’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	-1,035	Closed	-$106K	–	323
2023 Q1	$106K	Hold	1,035	–	–	0.05%	86
2022 Q4	$104K	Sell	1,035 -169	-14%	-$16.9K	0.05%	90
2022 Q3	$108K	Hold	1,204	–	–	0.05%	84
2022 Q2	$114K	Hold	1,204	–	–	0.04%	91
2022 Q1	$132K	Hold	1,204	–	–	0.14%	81
2021 Q4	$133K	Hold	1,204	–	–	0.1%	87
2021 Q3	$124K	Hold	1,204	–	–	0.1%	89
2021 Q2	$127K	Hold	1,204	–	–	0.11%	82
2021 Q1	$123K	Hold	1,204	–	–	0.13%	79
2020 Q4	$104K	Buy	+1,204	New	+$94.5K	0.1%	86

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Syverson Strege & Co's IJJ Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2023, closing a stake of 1,035 shares — an estimated $106K sold.

Syverson Strege & Co first reported a position in IJJ in Q4 2020 and held it in 10 quarters. The position peaked at $133K in Q4 2021. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

Syverson Strege & Co reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 1,035 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $106K.
Syverson Strege & Co first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's iShares S&P Mid-Cap 400 Value ETF position peaked at $133K in Q4 2021.
679 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.