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

Eaton Vance 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
2022 Q2	–	Sell	-3,673	Closed	-$402K	–	1692
2022 Q1	$402K	Buy	3,673 +633	+21%	+$68.3K	﹤0.01%	1565
2021 Q4	$336K	Hold	3,040	–	–	﹤0.01%	1416
2021 Q3	$107K	Hold	3,040	–	–	﹤0.01%	1423
2021 Q2	$321K	Buy	3,040 +72	+2%	+$7.69K	﹤0.01%	1455
2021 Q1	$303K	Hold	2,968	–	–	﹤0.01%	1378
2020 Q4	$257K	Buy	+2,968	New	+$233K	﹤0.01%	1362

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Eaton Vance Management's IJJ Position: Q2 2022 in Review

Eaton Vance Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2022, closing a stake of 3,673 shares — an estimated $402K sold.

Eaton Vance Management first reported a position in IJJ in Q4 2020 and held it in 6 quarters. The position peaked at $402K in Q1 2022. 646 funds tracked by Wall St. Rank hold IJJ as of Q2 2022.

Eaton Vance Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2022 after selling out during the quarter.
Eaton Vance Management sold 3,673 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $402K.
Eaton Vance Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 6 quarters.
Eaton Vance Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $402K in Q1 2022.
646 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2022.

Based on Eaton Vance Management's 13F filing for Q2 2022, filed 15 Aug 2022.