Essex Savings Bank’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
-136
Closed -$11K 388
2019
Q2
$11K Hold
136
﹤0.01% 633
2019
Q1
$11K Hold
136
0.01% 493
2018
Q4
$9K Buy
+136
New +$10.4K 0.01% 518

Other funds holding IJJ

Essex Savings Bank's IJJ Position: Q3 2019 in Review

Essex Savings Bank sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2019, closing a stake of 136 shares — an estimated $11K sold.

Essex Savings Bank first reported a position in IJJ in Q4 2018 and held it in 3 quarters. The position peaked at $11K in Q2 2019. 468 funds tracked by Wall St. Rank hold IJJ as of Q3 2019.

  • Essex Savings Bank reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 136 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2019, an estimated $11K.
  • Essex Savings Bank first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's iShares S&P Mid-Cap 400 Value ETF position peaked at $11K 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 Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.