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

Wintrust Investments’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	$60K	Sell	481 -1,072	-69%	-$137K	0.05%	229
2024 Q3	$192K	Sell	1,553 -14,403	-90%	-$1.71M	0.14%	136
2024 Q2	$1.81M	Buy	15,956 +1	+0%	+$114	0.15%	131
2024 Q1	$1.89M	Sell	15,955 -597	-4%	-$67.2K	0.17%	128
2023 Q4	$1.89M	Buy	16,552 +1,202	+8%	+$124K	0.18%	115
2023 Q3	$1.55M	Buy	15,350 +150	+1%	+$16K	0.16%	127
2023 Q2	$1.63M	Sell	15,200 -560	-4%	-$56.9K	0.16%	119
2023 Q1	$1.62M	Buy	15,760 +2,350	+18%	+$251K	0.21%	93
2022 Q4	$1.35M	Sell	13,410 -685	-5%	-$68.4K	0.18%	118
2022 Q3	$1.27M	Buy	14,095 +5	+0%	+$498	0.16%	118
2022 Q2	$1.33M	Buy	14,090 +6,566	+87%	+$670K	0.16%	119
2022 Q1	$825K	Buy	+7,524	New	+$812K	0.08%	191

Other funds holding IJJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wintrust Investments's IJJ Position: Q4 2024 in Review

Wintrust Investments reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 69% in Q4 2024, selling an estimated $137K and leaving 481 shares worth $60K. The position accounts for 0.05% of the portfolio, ranked #229.

Wintrust Investments first reported a position in IJJ in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.89M in Q4 2023. 826 funds tracked by Wall St. Rank hold IJJ as of Q4 2024.

Wintrust Investments held 481 shares of iShares S&P Mid-Cap 400 Value ETF worth $60K as of Q4 2024.
Wintrust Investments sold 1,072 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2024, an estimated $137K.
iShares S&P Mid-Cap 400 Value ETF made up 0.05% of Wintrust Investments's portfolio in Q4 2024, its #229 holding.
Wintrust Investments first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and has held it in 12 quarters since.
Wintrust Investments's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.89M in Q4 2023.
826 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.