Cyrus J. Lawrence’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
Q1
Sell
-158
Closed -$16K 174
2022
Q4
$16K Buy
+158
New +$15.8K ﹤0.01% 189

Other funds holding IJJ

Cyrus J. Lawrence's IJJ Position: Q1 2023 in Review

Cyrus J. Lawrence sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2023, closing a stake of 158 shares — an estimated $16K sold.

Cyrus J. Lawrence first reported a position in IJJ in Q4 2022 and held it in 1 quarter. The position peaked at $16K in Q4 2022. 684 funds tracked by Wall St. Rank hold IJJ as of Q1 2023.

  • Cyrus J. Lawrence reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Cyrus J. Lawrence sold 158 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2023, an estimated $16K.
  • Cyrus J. Lawrence first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and held it in 1 quarter.
  • Cyrus J. Lawrence's iShares S&P Mid-Cap 400 Value ETF position peaked at $16K in Q4 2022.
  • 684 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2023.

Based on Cyrus J. Lawrence's 13F filing for Q1 2023, filed 12 May 2023.