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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$4.6M Buy
63,568
+6,466
+11% +$406K 0.76% 31
2020
Q1
$3.11M Buy
57,102
+6,918
+14% +$520K 0.63% 37
2019
Q4
$4.28M Buy
+50,184
New +$4.12M 0.72% 32

Other funds holding IJJ

Argent Wealth Management's IJJ Position: Q2 2020 in Review

Argent Wealth Management increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 11% in Q2 2020, buying an estimated $406K and bringing the position to 63,568 shares worth $4.6M. The position accounts for 0.76% of the portfolio, ranked #31.

Argent Wealth Management first reported a position in IJJ in Q4 2019 and has held it in 3 quarters since. 452 funds tracked by Wall St. Rank hold IJJ as of Q2 2020.

  • Argent Wealth Management held 63,568 shares of iShares S&P Mid-Cap 400 Value ETF worth $4.6M as of Q2 2020.
  • Argent Wealth Management bought 6,466 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2020, an estimated $406K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.76% of Argent Wealth Management's portfolio in Q2 2020, its #31 holding.
  • Argent Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 3 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.