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Punch & Associates Investment Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Punch & Associates Investment 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
Q4 		– Sell
-250
Closed -$26K – 250
2021
Q3 		$26K Hold
250
– – ﹤0.01% 229
2021
Q2 		$26K Buy
+250
New +$26.7K ﹤0.01% 236

Other funds holding IJJ

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Punch & Associates Investment Management's IJJ Position: Q4 2021 in Review

Punch & Associates Investment Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2021, closing a stake of 250 shares — an estimated $26K sold.

Punch & Associates Investment Management first reported a position in IJJ in Q2 2021 and held it in 2 quarters. The position peaked at $26K in Q3 2021. 662 funds tracked by Wall St. Rank hold IJJ as of Q4 2021.

  • Punch & Associates Investment Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2021 after selling out during the quarter.
  • Punch & Associates Investment Management sold 250 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2021, an estimated $26K.
  • Punch & Associates Investment Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2021 and held it in 2 quarters.
  • Punch & Associates Investment Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $26K in Q3 2021.
  • 662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2021.

Based on Punch & Associates Investment Management's 13F filing for Q4 2021, filed 15 Feb 2022.