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

West Bancorporation’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 Q4	–	Sell	-2,211	Closed	-$223K	–	100
2023 Q3	$223K	Sell	2,211 -160	-7%	-$17.1K	0.16%	81
2023 Q2	$254K	Hold	2,371	–	–	0.17%	78
2023 Q1	$244K	Buy	+2,371	New	+$253K	0.19%	79
2022 Q4	–	Sell	-1,441	Closed	-$130K	–	165
2022 Q3	$130K	Hold	1,441	–	–	0.1%	123
2022 Q2	$136K	Buy	1,441 +32	+2%	+$3.26K	0.1%	124
2022 Q1	$154K	Sell	1,409 -59	-4%	-$6.37K	0.1%	130
2021 Q4	$162K	Buy	+1,468	New	+$160K	0.13%	109
2020 Q3	$150K	Sell	2,228 -304	-12%	-$21K	0.18%	85
2020 Q2	$168K	Buy	2,532 +1,196	+90%	+$75K	0.2%	77
2020 Q1	$73K	Sell	1,336 -112	-8%	-$8.42K	0.1%	107
2019 Q4	$124K	Buy	+1,448	New	+$119K	0.12%	96

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

West Bancorporation's IJJ Position: Q4 2023 in Review

West Bancorporation sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2023, closing a stake of 2,211 shares — an estimated $223K sold.

West Bancorporation first reported a position in IJJ in Q4 2019 and held it in 11 quarters. The position peaked at $254K in Q2 2023. 733 funds tracked by Wall St. Rank hold IJJ as of Q4 2023.

West Bancorporation reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2023 after selling out during the quarter.
West Bancorporation sold 2,211 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2023, an estimated $223K.
West Bancorporation first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and held it in 11 quarters.
West Bancorporation's iShares S&P Mid-Cap 400 Value ETF position peaked at $254K in Q2 2023.
733 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2023.

Based on West Bancorporation's 13F filing for Q4 2023, filed 26 Jan 2024.