Beaumont Asset 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
2023
Q3
Sell
-14,831
Closed -$1.59M 66
2023
Q2
$1.59M Buy
+14,831
New +$1.51M 1.2% 17

Other funds holding IJJ

Beaumont Asset Management's IJJ Position: Q3 2023 in Review

Beaumont Asset Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2023, closing a stake of 14,831 shares — an estimated $1.59M sold.

Beaumont Asset Management first reported a position in IJJ in Q2 2023 and held it in 1 quarter. The position peaked at $1.59M in Q2 2023. 665 funds tracked by Wall St. Rank hold IJJ as of Q3 2023.

  • Beaumont Asset Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2023 after selling out during the quarter.
  • Beaumont Asset Management sold 14,831 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2023, an estimated $1.59M.
  • Beaumont Asset Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2023 and held it in 1 quarter.
  • Beaumont Asset Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.59M in Q2 2023.
  • 665 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2023.

Based on Beaumont Asset Management's 13F filing for Q3 2023, filed 30 Oct 2023.