ZIG
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Zullo Investment Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-394
Closed -$39.7K – 418
2022
Q4 		$39.7K Hold
394
– – 0.02% 303
2022
Q3 		$35K Hold
394
– – 0.02% 321
2022
Q2 		$37K Hold
394
– – 0.02% 317
2022
Q1 		$43K Hold
394
– – 0.02% 318
2021
Q4 		$44K Buy
+394
New +$42.9K 0.02% 322

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Zullo Investment Group's IJJ Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2023, closing a stake of 394 shares — an estimated $39.7K sold.

Zullo Investment Group first reported a position in IJJ in Q4 2021 and held it in 5 quarters. The position peaked at $44K in Q4 2021. 684 funds tracked by Wall St. Rank hold IJJ as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 394 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2023, an estimated $39.7K.
  • Zullo Investment Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $44K in Q4 2021.
  • 684 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.