Capital Asset Advisory Services’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
2020
Q1
Sell
-344
Closed -$29K 567
2019
Q4
$29K Buy
+344
New +$28.3K 0.01% 459

Other funds holding IJJ

Capital Asset Advisory Services's IJJ Position: Q1 2020 in Review

Capital Asset Advisory Services sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2020, closing a stake of 344 shares — an estimated $29K sold.

Capital Asset Advisory Services first reported a position in IJJ in Q4 2019 and held it in 1 quarter. The position peaked at $29K in Q4 2019. 467 funds tracked by Wall St. Rank hold IJJ as of Q1 2020.

  • Capital Asset Advisory Services reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Asset Advisory Services sold 344 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2020, an estimated $29K.
  • Capital Asset Advisory Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and held it in 1 quarter.
  • Capital Asset Advisory Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $29K in Q4 2019.
  • 467 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2020.

Based on Capital Asset Advisory Services's 13F filing for Q1 2020, filed 18 May 2020.