Ballew 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
2018
Q4
Sell
-274
Closed -$20K 261
2018
Q3
$20K Hold
274
0.02% 243
2018
Q2
$22K Hold
274
0.02% 231
2018
Q1
$21K Buy
+274
New +$21.7K 0.02% 239

Other funds holding IJJ

Ballew Advisors's IJJ Position: Q4 2018 in Review

Ballew Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2018, closing a stake of 274 shares — an estimated $20K sold.

Ballew Advisors first reported a position in IJJ in Q1 2018 and held it in 3 quarters. The position peaked at $22K in Q2 2018. 445 funds tracked by Wall St. Rank hold IJJ as of Q4 2018.

  • Ballew Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 274 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2018, an estimated $20K.
  • Ballew Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $22K in Q2 2018.
  • 445 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.