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

Wealthstar 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
2024 Q2	–	Sell	-3,064	Closed	-$362K	–	76
2024 Q1	$362K	Buy	+3,064	New	+$345K	0.13%	100
2021 Q4	–	Sell	-43,300	Closed	-$4.46M	–	94
2021 Q3	$4.46M	Buy	43,300 +23,385	+117%	+$2.46M	1.35%	16
2021 Q2	$2.1M	Buy	+19,915	New	+$2.13M	0.66%	21

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 $18.1B AUM 24.63% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthstar Advisors's IJJ Position: Q2 2024 in Review

Wealthstar Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2024, closing a stake of 3,064 shares — an estimated $362K sold.

Wealthstar Advisors first reported a position in IJJ in Q2 2021 and held it in 3 quarters. The position peaked at $4.46M in Q3 2021. 737 funds tracked by Wall St. Rank hold IJJ as of Q2 2024.

Wealthstar Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2024 after selling out during the quarter.
Wealthstar Advisors sold 3,064 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2024, an estimated $362K.
Wealthstar Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2021 and held it in 3 quarters.
Wealthstar Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $4.46M in Q3 2021.
737 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2024.

Based on Wealthstar Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.