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Beacon Capital Management Inc (Ohio)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-97
Closed -$10K – 72
2021
Q3 		$10K Buy
+97
New +$10.2K ﹤0.01% 63

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HC
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Beacon Capital Management Inc (Ohio)'s IJJ Position: Q4 2021 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2021, closing a stake of 97 shares — an estimated $10K sold.

Beacon Capital Management Inc (Ohio) first reported a position in IJJ in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 662 funds tracked by Wall St. Rank hold IJJ as of Q4 2021.

  • Beacon Capital Management Inc (Ohio) reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2021 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 97 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2021, an estimated $10K.
  • Beacon Capital Management Inc (Ohio) first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2021 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s iShares S&P Mid-Cap 400 Value ETF position peaked at $10K in Q3 2021.
  • 662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2021.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2021, filed 4 Jan 2022.