Burns Matteson Capital 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
-3,128
Closed -$321K 167
2023
Q1
$321K Buy
3,128
+57
+2% +$6.09K 0.2% 111
2022
Q4
$310K Buy
+3,071
New +$307K 0.21% 115

Other funds holding IJJ

Burns Matteson Capital Management's IJJ Position: Q2 2023 in Review

Burns Matteson Capital Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2023, closing a stake of 3,128 shares — an estimated $321K sold.

Burns Matteson Capital Management first reported a position in IJJ in Q4 2022 and held it in 2 quarters. The position peaked at $321K in Q1 2023. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

  • Burns Matteson Capital Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2023 after selling out during the quarter.
  • Burns Matteson Capital Management sold 3,128 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $321K.
  • Burns Matteson Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and held it in 2 quarters.
  • Burns Matteson Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $321K 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 Burns Matteson Capital Management's 13F filing for Q2 2023, filed 12 Dec 2023.