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

Karp Capital 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 Q4	–	Sell	-51,404	Closed	-$4.63M	–	52
2022 Q3	$4.63M	Buy	51,404 +693	+1%	+$69K	0.95%	43
2022 Q2	$4.79M	Sell	50,711 -72,450	-59%	-$7.39M	0.85%	46
2022 Q1	$13.5M	Buy	+123,161	New	+$13.3M	1.97%	14
2018 Q4	–	Sell	-39,090	Closed	-$3.27M	–	406
2018 Q3	$3.27M	Buy	+39,090	New	+$3.26M	1.13%	35
2015 Q3	–	Sell	-444	Closed	-$29K	–	372
2015 Q2	$29K	Hold	444	–	–	0.02%	213
2015 Q1	$29K	Hold	444	–	–	0.02%	217
2014 Q4	$28K	Buy	+444	New	+$27.5K	0.02%	203

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Karp Capital Management's IJJ Position: Q4 2022 in Review

Karp Capital Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2022, closing a stake of 51,404 shares — an estimated $4.63M sold.

Karp Capital Management first reported a position in IJJ in Q4 2014 and held it in 7 quarters. The position peaked at $13.5M in Q1 2022. 690 funds tracked by Wall St. Rank hold IJJ as of Q4 2022.

Karp Capital Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 51,404 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2022, an estimated $4.63M.
Karp Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2014 and held it in 7 quarters.
Karp Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $13.5M in Q1 2022.
690 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.