Keystone Wealth Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
HC
Keystone Wealth Partners's IJJ Position: Q1 2022 in Review
Keystone Wealth Partners increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 8.3% in Q1 2022, buying an estimated $1.54M and bringing the position to 186,991 shares worth $20.5M. The position accounts for 9.58% of the portfolio, ranked #3.
Keystone Wealth Partners first reported a position in IJJ in Q4 2020 and has held it in 6 quarters since. 682 funds tracked by Wall St. Rank hold IJJ as of Q1 2022.
- Keystone Wealth Partners held 186,991 shares of iShares S&P Mid-Cap 400 Value ETF worth $20.5M as of Q1 2022.
- Keystone Wealth Partners bought 14,273 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2022, an estimated $1.54M.
- iShares S&P Mid-Cap 400 Value ETF made up 9.58% of Keystone Wealth Partners's portfolio in Q1 2022, its #3 holding.
- Keystone Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 6 quarters since.
- 682 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2022.
Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.