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Cahaba Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Cahaba Wealth Management’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
2021
Q4 		– Sell
-2,138
Closed -$220K – 148
2021
Q3 		$220K Hold
2,138
– – 0.03% 130
2021
Q2 		$224K Buy
2,138
+1
+0% +$107 0.03% 72
2021
Q1 		$217K Buy
+2,137
New +$204K 0.03% 83
2020
Q1 		– Sell
-2,944
Closed -$251K – 76
2019
Q4 		$251K Buy
2,944
+4
+0.1% +$329 0.06% 66
2019
Q3 		$235K Buy
2,940
+34
+1% +$2.68K 0.06% 66
2019
Q2 		$231K Sell
2,906
-132
-4% -$10.5K 0.06% 66
2019
Q1 		$238K Buy
3,038
+30
+1% +$2.32K 0.06% 66
2018
Q4 		$208K Buy
3,008
+10
+0.3% +$764 0.06% 69
2018
Q3 		$249K Buy
2,998
+146
+5% +$12.2K 0.08% 61
2018
Q2 		$235K Buy
2,852
+2
+0.1% +$160 0.08% 59
2018
Q1 		$214K Buy
2,850
+104
+4% +$8.25K 0.08% 58
2017
Q4 		$219K Buy
2,746
+2
+0.1% +$156 0.09% 53
2017
Q3 		$209K Buy
+2,744
New +$203K 0.1% 53

Other funds holding IJJ

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Cahaba Wealth Management's IJJ Position: Q4 2021 in Review

Cahaba Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2021, closing a stake of 2,138 shares — an estimated $220K sold.

Cahaba Wealth Management first reported a position in IJJ in Q3 2017 and held it in 13 quarters. The position peaked at $251K in Q4 2019. 662 funds tracked by Wall St. Rank hold IJJ as of Q4 2021.

  • Cahaba Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2021 after selling out during the quarter.
  • Cahaba Wealth Management sold 2,138 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2021, an estimated $220K.
  • Cahaba Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2017 and held it in 13 quarters.
  • Cahaba Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $251K in Q4 2019.
  • 662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2021.

Based on Cahaba Wealth Management's 13F filing for Q4 2021, filed 1 Feb 2022.