Oxinas Partners Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Oxinas Partners Wealth 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
2023 Q1	–	Sell	-6,367	Closed	-$642K	–	116
2022 Q4	$642K	Buy	6,367 +3,694	+138%	+$369K	0.54%	49
2022 Q3	$241K	Buy	+2,673	New	+$266K	0.2%	77
2022 Q2	–	Sell	-5,170	Closed	-$567K	–	107
2022 Q1	$567K	Buy	5,170 +243	+5%	+$26.2K	0.36%	58
2021 Q4	$545K	Buy	4,927 +719	+17%	+$78.2K	0.31%	81
2021 Q3	$434K	Buy	+4,208	New	+$442K	0.25%	89

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Oxinas Partners Wealth Management's IJJ Position: Q1 2023 in Review

Oxinas Partners Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2023, closing a stake of 6,367 shares — an estimated $642K sold.

Oxinas Partners Wealth Management first reported a position in IJJ in Q3 2021 and held it in 5 quarters. The position peaked at $642K in Q4 2022. 684 funds tracked by Wall St. Rank hold IJJ as of Q1 2023.

Oxinas Partners Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2023 after selling out during the quarter.
Oxinas Partners Wealth Management sold 6,367 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2023, an estimated $642K.
Oxinas Partners Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2021 and held it in 5 quarters.
Oxinas Partners Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $642K in Q4 2022.
684 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2023.

Based on Oxinas Partners Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.