Family Asset 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
2023
Q2
Sell
-2
Closed -$206 191
2023
Q1
$206 Sell
2
-51
-96% -$5.45K ﹤0.01% 175
2022
Q4
$5.34K Buy
+53
New +$5.29K ﹤0.01% 141

Other funds holding IJJ

Family Asset Management's IJJ Position: Q2 2023 in Review

Family Asset Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2023, closing a stake of 2 shares — an estimated $206 sold.

Family Asset Management first reported a position in IJJ in Q4 2022 and held it in 2 quarters. The position peaked at $5.34K in Q4 2022. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

  • Family Asset Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2023 after selling out during the quarter.
  • Family Asset Management sold 2 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $206.
  • Family Asset Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and held it in 2 quarters.
  • Family Asset Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $5.34K in Q4 2022.
  • 679 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2023.

Based on Family Asset Management's 13F filing for Q2 2023, filed 27 Jul 2023.