Atlas Capital Advisors’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
2023
Q2
Sell
-1,732
Closed -$178K 904
2023
Q1
$178K Buy
1,732
+1,254
+262% +$134K 0.03% 380
2022
Q4
$48.2K Buy
+478
New +$47.7K 0.01% 543

Other funds holding IJJ

Atlas Capital Advisors's IJJ Position: Q2 2023 in Review

Atlas Capital Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2023, closing a stake of 1,732 shares — an estimated $178K sold.

Atlas Capital Advisors first reported a position in IJJ in Q4 2022 and held it in 2 quarters. The position peaked at $178K in Q1 2023. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

  • Atlas Capital Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2023 after selling out during the quarter.
  • Atlas Capital Advisors sold 1,732 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $178K.
  • Atlas Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and held it in 2 quarters.
  • Atlas Capital Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $178K in Q1 2023.
  • 679 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2023.

Based on Atlas Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.