Brown Miller Wealth 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
Q2
Sell
-4,001
Closed -$411K 124
2023
Q1
$411K Buy
4,001
+669
+20% +$71.5K 0.24% 74
2022
Q4
$336K Buy
+3,332
New +$333K 0.21% 90

Other funds holding IJJ

Brown Miller Wealth Management's IJJ Position: Q2 2023 in Review

Brown Miller Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2023, closing a stake of 4,001 shares — an estimated $411K sold.

Brown Miller Wealth Management first reported a position in IJJ in Q4 2022 and held it in 2 quarters. The position peaked at $411K in Q1 2023. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

  • Brown Miller Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2023 after selling out during the quarter.
  • Brown Miller Wealth Management sold 4,001 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $411K.
  • Brown Miller Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and held it in 2 quarters.
  • Brown Miller Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $411K 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 Brown Miller Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.