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

Beacon Capital Management LLC (Tennessee)’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
2023
Q2 		– Sell
-18
Closed -$1.85K – 1039
2023
Q1 		$1.85K Hold
18
– – ﹤0.01% 771
2022
Q4 		$1.81K Buy
+18
New +$1.8K ﹤0.01% 809

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UBS Group
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Envestnet Asset Management
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DADC
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Beacon Capital Management LLC (Tennessee)'s IJJ Position: Q2 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2023, closing a stake of 18 shares — an estimated $1.85K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IJJ in Q4 2022 and held it in 2 quarters. The position peaked at $1.85K in Q1 2023. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

  • Beacon Capital Management LLC (Tennessee) reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2023 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 18 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $1.85K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and held it in 2 quarters.
  • Beacon Capital Management LLC (Tennessee)'s iShares S&P Mid-Cap 400 Value ETF position peaked at $1.85K 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 Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2023, filed 12 Jul 2023.