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

SkyOak Wealth’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	-5,015	Closed	-$433K	–	242
2020 Q4	$433K	Sell	5,015 -35	-0.7%	-$2.75K	0.13%	137
2020 Q3	$341K	Sell	5,050 -108	-2%	-$7.46K	0.12%	142
2020 Q2	$343K	Sell	5,158 -24	-0.5%	-$1.5K	0.13%	164
2020 Q1	$284K	Buy	+5,182	New	+$390K	0.15%	163

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

SkyOak Wealth's IJJ Position: Q1 2021 in Review

SkyOak Wealth sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2021, closing a stake of 5,015 shares — an estimated $433K sold.

SkyOak Wealth first reported a position in IJJ in Q1 2020 and held it in 4 quarters. The position peaked at $433K in Q4 2020. 587 funds tracked by Wall St. Rank hold IJJ as of Q1 2021.

SkyOak Wealth reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2021 after selling out during the quarter.
SkyOak Wealth sold 5,015 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2021, an estimated $433K.
SkyOak Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2020 and held it in 4 quarters.
SkyOak Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $433K 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 SkyOak Wealth's 13F filing for Q1 2021, filed 29 Apr 2021.