Charter Oak Capital Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
HC
Charter Oak Capital Management's IJJ Position: Q3 2022 in Review
Charter Oak Capital Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2022, closing a stake of 1,012 shares — an estimated $96K sold.
Charter Oak Capital Management first reported a position in IJJ in Q4 2020 and held it in 7 quarters. The position peaked at $133K in Q2 2021. 625 funds tracked by Wall St. Rank hold IJJ as of Q3 2022.
- Charter Oak Capital Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2022 after selling out during the quarter.
- Charter Oak Capital Management sold 1,012 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2022, an estimated $96K.
- Charter Oak Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 7 quarters.
- Charter Oak Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $133K in Q2 2021.
- 625 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2022.
Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.