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Interchange Capital Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Interchange Capital Partners’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
-644
Closed -$55K – 636
2020
Q4 		$55K Buy
+644
New +$50.5K 0.03% 394

Other funds holding IJJ

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
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

Interchange Capital Partners's IJJ Position: Q1 2021 in Review

Interchange Capital Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2021, closing a stake of 644 shares — an estimated $55K sold.

Interchange Capital Partners first reported a position in IJJ in Q4 2020 and held it in 1 quarter. The position peaked at $55K in Q4 2020. 587 funds tracked by Wall St. Rank hold IJJ as of Q1 2021.

  • Interchange Capital Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 644 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2021, an estimated $55K.
  • Interchange Capital Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $55K 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 Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.