FSC Wealth 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
2022
Q4
Sell
-790
Closed -$71K 192
2022
Q3
$71K Hold
790
0.68% 26
2022
Q2
$75K Buy
+790
New +$80.6K 0.66% 32

Other funds holding IJJ

FSC Wealth Advisors's IJJ Position: Q4 2022 in Review

FSC Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2022, closing a stake of 790 shares — an estimated $71K sold.

FSC Wealth Advisors first reported a position in IJJ in Q2 2022 and held it in 2 quarters. The position peaked at $75K in Q2 2022. 690 funds tracked by Wall St. Rank hold IJJ as of Q4 2022.

  • FSC Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2022 after selling out during the quarter.
  • FSC Wealth Advisors sold 790 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2022, an estimated $71K.
  • FSC Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2022 and held it in 2 quarters.
  • FSC Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $75K in Q2 2022.
  • 690 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2022.

Based on FSC Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.