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

Voisard Asset Management Group’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	-936	Closed	-$116K	–	355
2024 Q3	$116K	Hold	936	–	–	0.05%	121
2024 Q2	$106K	Hold	936	–	–	0.05%	98
2024 Q1	$111K	Hold	936	–	–	0.06%	77
2023 Q4	$107K	Buy	+936	New	+$96.3K	0.06%	77

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

Voisard Asset Management Group's IJJ Position: Q4 2024 in Review

Voisard Asset Management Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2024, closing a stake of 936 shares — an estimated $116K sold.

Voisard Asset Management Group first reported a position in IJJ in Q4 2023 and held it in 4 quarters. The position peaked at $116K in Q3 2024. 825 funds tracked by Wall St. Rank hold IJJ as of Q4 2024.

Voisard Asset Management Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2024 after selling out during the quarter.
Voisard Asset Management Group sold 936 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2024, an estimated $116K.
Voisard Asset Management Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and held it in 4 quarters.
Voisard Asset Management Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $116K in Q3 2024.
825 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.