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

Wambolt & Associates’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
-2,689
Closed -$271K – 265
2022
Q4 		$271K Buy
+2,689
New +$269K 0.1% 198

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wambolt & Associates's IJJ Position: Q1 2023 in Review

Wambolt & Associates sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2023, closing a stake of 2,689 shares — an estimated $271K sold.

Wambolt & Associates first reported a position in IJJ in Q4 2022 and held it in 1 quarter. The position peaked at $271K in Q4 2022. 684 funds tracked by Wall St. Rank hold IJJ as of Q1 2023.

  • Wambolt & Associates reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Wambolt & Associates sold 2,689 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2023, an estimated $271K.
  • Wambolt & Associates first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and held it in 1 quarter.
  • Wambolt & Associates's iShares S&P Mid-Cap 400 Value ETF position peaked at $271K 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 Wambolt & Associates's 13F filing for Q1 2023, filed 8 May 2023.