Integrity Advisory’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
$325K Sell
3,221
-463
-13% -$46.2K 0.3% 57
2022
Q3
$332K Buy
3,684
+27
+0.7% +$2.69K 0.31% 54
2022
Q2
$345K Buy
3,657
+7
+0.2% +$714 0.34% 50
2022
Q1
$400K Buy
+3,650
New +$394K 0.39% 47

Other funds holding IJJ

Integrity Advisory's IJJ Position: Q4 2022 in Review

Integrity Advisory reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 13% in Q4 2022, selling an estimated $46.2K and leaving 3,221 shares worth $325K. The position accounts for 0.3% of the portfolio, ranked #57.

Integrity Advisory first reported a position in IJJ in Q1 2022 and has held it in 4 quarters since. The position peaked at $400K in Q1 2022. 690 funds tracked by Wall St. Rank hold IJJ as of Q4 2022.

  • Integrity Advisory held 3,221 shares of iShares S&P Mid-Cap 400 Value ETF worth $325K as of Q4 2022.
  • Integrity Advisory sold 463 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2022, an estimated $46.2K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.3% of Integrity Advisory's portfolio in Q4 2022, its #57 holding.
  • Integrity Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and has held it in 4 quarters since.
  • Integrity Advisory's iShares S&P Mid-Cap 400 Value ETF position peaked at $400K in Q1 2022.
  • 690 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.