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

Tucker Asset 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	–	Sell	-28	Closed	-$3.46K	–	1572
2024 Q3	$3.46K	Sell	28 -230	-89%	-$27.3K	﹤0.01%	1028
2024 Q2	$29.3K	Buy	258 +40	+18%	+$4.56K	0.01%	513
2024 Q1	$25.8K	Buy	+218	New	+$24.5K	0.01%	602
2022 Q2	–	Sell	-109	Closed	-$12K	–	674
2022 Q1	$12K	Buy	+109	New	+$11.8K	﹤0.01%	212
2021 Q3	–	Sell	-59	Closed	-$6.21K	–	392
2021 Q2	$6.21K	Buy	+59	New	+$6.3K	﹤0.01%	210

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

Tucker Asset Management's IJJ Position: Q4 2024 in Review

Tucker Asset Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2024, closing a stake of 28 shares — an estimated $3.46K sold.

Tucker Asset Management first reported a position in IJJ in Q2 2021 and held it in 5 quarters. The position peaked at $29.3K in Q2 2024. 825 funds tracked by Wall St. Rank hold IJJ as of Q4 2024.

Tucker Asset Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2024 after selling out during the quarter.
Tucker Asset Management sold 28 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2024, an estimated $3.46K.
Tucker Asset Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2021 and held it in 5 quarters.
Tucker Asset Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $29.3K in Q2 2024.
825 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2024.

Based on Tucker Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.