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

Tyler-Stone 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 Q3	–	Sell	-62	Closed	-$7.04K	–	605
2024 Q2	$7.04K	Hold	62	–	–	﹤0.01%	702
2024 Q1	$7.33K	Hold	62	–	–	﹤0.01%	700
2023 Q4	$7.07K	Hold	62	–	–	﹤0.01%	685
2023 Q3	$6K	Hold	62	–	–	﹤0.01%	687
2023 Q2	$7K	Buy	+62	New	+$6.3K	﹤0.01%	667
2022 Q4	$6K	Hold	62	–	–	﹤0.01%	635
2022 Q3	$6K	Hold	62	–	–	﹤0.01%	617
2022 Q2	$6K	Hold	62	–	–	﹤0.01%	636
2022 Q1	$7K	Hold	62	–	–	﹤0.01%	625
2021 Q4	$7K	Buy	+62	New	+$6.75K	﹤0.01%	656

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

Tyler-Stone Wealth Management's IJJ Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2024, closing a stake of 62 shares — an estimated $7.04K sold.

Tyler-Stone Wealth Management first reported a position in IJJ in Q4 2021 and held it in 10 quarters. The position peaked at $7.33K in Q1 2024. 756 funds tracked by Wall St. Rank hold IJJ as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 62 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2024, an estimated $7.04K.
Tyler-Stone Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $7.33K in Q1 2024.
756 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.