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Woodmont Investment Counsel’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Woodmont Investment Counsel’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
-1,585
Closed -$188K – 293
2024
Q1 		$188K Buy
+1,585
New +$178K 0.02% 257

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Woodmont Investment Counsel's IJJ Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2024, closing a stake of 1,585 shares — an estimated $188K sold.

Woodmont Investment Counsel first reported a position in IJJ in Q1 2024 and held it in 1 quarter. The position peaked at $188K in Q1 2024. 737 funds tracked by Wall St. Rank hold IJJ as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 1,585 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2024, an estimated $188K.
  • Woodmont Investment Counsel first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's iShares S&P Mid-Cap 400 Value ETF position peaked at $188K in Q1 2024.
  • 737 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.