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

Tactive 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
Q1 		– Sell
-36,459
Closed -$3.68M – 58
2022
Q4 		$3.68M Buy
+36,459
New +$3.64M 2.4% 14

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Tactive Advisors's IJJ Position: Q1 2023 in Review

Tactive Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2023, closing a stake of 36,459 shares — an estimated $3.68M sold.

Tactive Advisors first reported a position in IJJ in Q4 2022 and held it in 1 quarter. The position peaked at $3.68M in Q4 2022. 684 funds tracked by Wall St. Rank hold IJJ as of Q1 2023.

  • Tactive Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Tactive Advisors sold 36,459 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2023, an estimated $3.68M.
  • Tactive Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and held it in 1 quarter.
  • Tactive Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $3.68M in Q4 2022.
  • 684 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2023.

Based on Tactive Advisors's 13F filing for Q1 2023, filed 2 Feb 2024.