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

Soundmark 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
2021 Q4	–	Sell	-5,707	Closed	-$588K	–	64
2021 Q3	$588K	Hold	5,707	–	–	0.21%	42
2021 Q2	$599K	Buy	5,707 +6	+0.1%	+$641	0.25%	37
2021 Q1	$582K	Hold	5,701	–	–	0.32%	37
2020 Q4	$492K	Buy	+5,701	New	+$447K	0.31%	34

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Soundmark Wealth Management's IJJ Position: Q4 2021 in Review

Soundmark Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2021, closing a stake of 5,707 shares — an estimated $588K sold.

Soundmark Wealth Management first reported a position in IJJ in Q4 2020 and held it in 4 quarters. The position peaked at $599K in Q2 2021. 662 funds tracked by Wall St. Rank hold IJJ as of Q4 2021.

Soundmark Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2021 after selling out during the quarter.
Soundmark Wealth Management sold 5,707 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2021, an estimated $588K.
Soundmark Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 4 quarters.
Soundmark Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $599K in Q2 2021.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2021.

Based on Soundmark Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.