Ground Swell Capital’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
Q3
Sell
-6,808
Closed -$729K 95
2023
Q2
$729K Buy
+6,808
New +$692K 1.76% 7
2022
Q1
Sell
-2,919
Closed -$323K 87
2021
Q4
$323K Buy
+2,919
New +$318K 1.88% 15

Other funds holding IJJ

Ground Swell Capital's IJJ Position: Q3 2023 in Review

Ground Swell Capital sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2023, closing a stake of 6,808 shares — an estimated $729K sold.

Ground Swell Capital first reported a position in IJJ in Q4 2021 and held it in 2 quarters. The position peaked at $729K in Q2 2023. 665 funds tracked by Wall St. Rank hold IJJ as of Q3 2023.

  • Ground Swell Capital reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2023 after selling out during the quarter.
  • Ground Swell Capital sold 6,808 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2023, an estimated $729K.
  • Ground Swell Capital first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 2 quarters.
  • Ground Swell Capital's iShares S&P Mid-Cap 400 Value ETF position peaked at $729K in Q2 2023.
  • 665 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2023.

Based on Ground Swell Capital's 13F filing for Q3 2023, filed 13 Nov 2023.