Gupta Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
EFS
EK
Gupta Wealth Management's IJJ Position: Q1 2016 in Review
Gupta Wealth Management increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 27% in Q1 2016, buying an estimated $21.3K and bringing the position to 1,744 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #316.
Gupta Wealth Management first reported a position in IJJ in Q2 2015 and has held it in 4 quarters since. The position peaked at $115K in Q2 2015. 305 funds tracked by Wall St. Rank hold IJJ as of Q1 2016.
- Gupta Wealth Management held 1,744 shares of iShares S&P Mid-Cap 400 Value ETF worth $108K as of Q1 2016.
- Gupta Wealth Management bought 376 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2016, an estimated $21.3K.
- iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #316 holding.
- Gupta Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2015 and has held it in 4 quarters since.
- Gupta Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $115K in Q2 2015.
- 305 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2016.
Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.