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

Wipfli Financial 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
2022 Q3	$85K	Buy	+944	New	+$94K	0.01%	799

Other funds holding IJJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wipfli Financial Advisors's IJJ Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2022: 944 shares worth $85K. The stake represents 0.01% of the portfolio and ranks #799 among its holdings.

625 funds tracked by Wall St. Rank hold IJJ as of Q3 2022.

Wipfli Financial Advisors held 944 shares of iShares S&P Mid-Cap 400 Value ETF worth $85K as of Q3 2022.
iShares S&P Mid-Cap 400 Value ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #799 holding.
625 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.