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

Elm 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
2021 Q1	–	Sell	-1,260	Closed	-$109K	–	172
2020 Q4	$109K	Buy	+1,260	New	+$98.8K	0.07%	111

Other funds holding IJJ

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Elm Advisors's IJJ Position: Q1 2021 in Review

Elm Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2021, closing a stake of 1,260 shares — an estimated $109K sold.

Elm Advisors first reported a position in IJJ in Q4 2020 and held it in 1 quarter. The position peaked at $109K in Q4 2020. 587 funds tracked by Wall St. Rank hold IJJ as of Q1 2021.

Elm Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 1,260 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2021, an estimated $109K.
Elm Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 1 quarter.
Elm Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $109K in Q4 2020.
587 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.