Amplius Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
AWA
Amplius Wealth Advisors's IJJ Position: Q4 2022 in Review
Amplius Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2022, closing a stake of 5,807 shares — an estimated $523K sold.
Amplius Wealth Advisors first reported a position in IJJ in Q2 2022 and held it in 2 quarters. The position peaked at $523K in Q3 2022. 690 funds tracked by Wall St. Rank hold IJJ as of Q4 2022.
- Amplius Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2022 after selling out during the quarter.
- Amplius Wealth Advisors sold 5,807 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2022, an estimated $523K.
- Amplius Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2022 and held it in 2 quarters.
- Amplius Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $523K in Q3 2022.
- 690 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2022.
Based on Amplius Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.