Edge Advisors’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
2018
Q2
$8K Sell
100
-52
-34% -$4.16K ﹤0.01% 724
2018
Q1
$11K Buy
+152
New +$12.1K ﹤0.01% 699
2017
Q3
Sell
-288
Closed -$21K 931
2017
Q2
$21K Hold
288
﹤0.01% 657
2017
Q1
$21K Hold
288
﹤0.01% 669
2016
Q4
$20K Buy
+288
New +$19.9K ﹤0.01% 626

Other funds holding IJJ

Edge Advisors's IJJ Position: Q2 2018 in Review

Edge Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 34% in Q2 2018, selling an estimated $4.16K and leaving 100 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Edge Advisors first reported a position in IJJ in Q4 2016 and has held it in 5 quarters since. The position peaked at $21K in Q2 2017. 411 funds tracked by Wall St. Rank hold IJJ as of Q2 2018.

  • Edge Advisors held 100 shares of iShares S&P Mid-Cap 400 Value ETF worth $8K as of Q2 2018.
  • Edge Advisors sold 52 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2018, an estimated $4.16K.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #724 holding.
  • Edge Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2016 and has held it in 5 quarters since.
  • Edge Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $21K in Q2 2017.
  • 411 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.