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

Permanens Capital’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
-2,316
Closed -$200K – 130
2020
Q4 		$200K Buy
+2,316
New +$182K 0.04% 62

Other funds holding IJJ

FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Permanens Capital's IJJ Position: Q1 2021 in Review

Permanens Capital sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2021, closing a stake of 2,316 shares — an estimated $200K sold.

Permanens Capital first reported a position in IJJ in Q4 2020 and held it in 1 quarter. The position peaked at $200K in Q4 2020. 587 funds tracked by Wall St. Rank hold IJJ as of Q1 2021.

  • Permanens Capital reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2021 after selling out during the quarter.
  • Permanens Capital sold 2,316 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2021, an estimated $200K.
  • Permanens Capital first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 1 quarter.
  • Permanens Capital's iShares S&P Mid-Cap 400 Value ETF position peaked at $200K 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 Permanens Capital's 13F filing for Q1 2021, filed 13 May 2021.