Winslow Evans & Crocker’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$21K	Buy	+242	New	+$19K	﹤0.01%	778
2020 Q1	–	Sell	-32	Closed	-$4K	–	1145
2019 Q4	$4K	Hold	32	–	–	﹤0.01%	1000
2019 Q3	$4K	Hold	32	–	–	﹤0.01%	991
2019 Q2	$4K	Buy	+32	New	+$2.54K	﹤0.01%	1003
2017 Q3	–	Sell	-84	Closed	-$6.24K	–	1183
2017 Q2	$6.24K	Hold	84	–	–	﹤0.01%	1017
2017 Q1	$6.24K	Hold	84	–	–	﹤0.01%	992
2016 Q4	$6.1K	Hold	84	–	–	﹤0.01%	996
2016 Q3	$5.59K	Hold	84	–	–	﹤0.01%	1039
2016 Q2	$5.38K	Hold	84	–	–	﹤0.01%	1021
2016 Q1	$5.21K	Hold	84	–	–	﹤0.01%	1020
2015 Q4	$4.92K	Hold	84	–	–	﹤0.01%	1073
2015 Q3	$4.85K	Hold	84	–	–	﹤0.01%	1047
2015 Q2	$5.42K	Hold	84	–	–	﹤0.01%	1066
2015 Q1	$5.5K	Hold	84	–	–	﹤0.01%	1008
2014 Q4	$5.37K	Hold	84	–	–	﹤0.01%	1023
2014 Q3	$5.05K	Buy	+84	New	+$5.25K	﹤0.01%	1096

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

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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Winslow Evans & Crocker's IJJ Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2020: 242 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in IJJ as recently as Q4 2019.

Winslow Evans & Crocker first reported a position in IJJ in Q3 2014 and has held it in 16 quarters since. 535 funds tracked by Wall St. Rank hold IJJ as of Q4 2020.

Winslow Evans & Crocker held 242 shares of iShares S&P Mid-Cap 400 Value ETF worth $21K as of Q4 2020.
iShares S&P Mid-Cap 400 Value ETF was a new Winslow Evans & Crocker position in Q4 2020.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #778 holding.
Winslow Evans & Crocker first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2014 and has held it in 16 quarters since.
535 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.