Aries 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
2022
Q2
Sell
-64,270
Closed -$7.05M 199
2022
Q1
$7.05M Buy
+64,270
New +$6.94M 3.05% 15

Other funds holding IJJ

Aries Wealth Management's IJJ Position: Q2 2022 in Review

Aries Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2022, closing a stake of 64,270 shares — an estimated $7.05M sold.

Aries Wealth Management first reported a position in IJJ in Q1 2022 and held it in 1 quarter. The position peaked at $7.05M in Q1 2022. 646 funds tracked by Wall St. Rank hold IJJ as of Q2 2022.

  • Aries Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Aries Wealth Management sold 64,270 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $7.05M.
  • Aries Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and held it in 1 quarter.
  • Aries Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $7.05M in Q1 2022.
  • 646 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2022.

Based on Aries Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.