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

Kathmere 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
2021 Q1	–	Sell	-406	Closed	-$35K	–	264
2020 Q4	$35K	Hold	406	–	–	0.01%	259
2020 Q3	$27K	Buy	+406	New	+$28K	0.01%	257

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

Kathmere Capital Management's IJJ Position: Q1 2021 in Review

Kathmere Capital Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2021, closing a stake of 406 shares — an estimated $35K sold.

Kathmere Capital Management first reported a position in IJJ in Q3 2020 and held it in 2 quarters. The position peaked at $35K in Q4 2020. 587 funds tracked by Wall St. Rank hold IJJ as of Q1 2021.

Kathmere Capital Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2021 after selling out during the quarter.
Kathmere Capital Management sold 406 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2021, an estimated $35K.
Kathmere Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2020 and held it in 2 quarters.
Kathmere Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $35K 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 Kathmere Capital Management's 13F filing for Q1 2021, filed 7 May 2021.