Doyle 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
2019
Q3
Sell
-944
Closed -$75K 448
2019
Q2
$75K Buy
+944
New +$74.9K 0.01% 302
2019
Q1
Sell
-944
Closed -$65K 433
2018
Q4
$65K Buy
+944
New +$72.2K 0.01% 309

Other funds holding IJJ

Doyle Wealth Management's IJJ Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2019, closing a stake of 944 shares — an estimated $75K sold.

Doyle Wealth Management first reported a position in IJJ in Q4 2018 and held it in 2 quarters. The position peaked at $75K in Q2 2019. 468 funds tracked by Wall St. Rank hold IJJ as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 944 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2019, an estimated $75K.
  • Doyle Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $75K in Q2 2019.
  • 468 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.