Jacobi Capital 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
2018
Q3
Sell
-106
Closed -$9K 1018
2018
Q2
$9K Hold
106
﹤0.01% 725
2018
Q1
$8K Buy
+106
New +$8.41K ﹤0.01% 725

Other funds holding IJJ

Jacobi Capital Management's IJJ Position: Q3 2018 in Review

Jacobi Capital Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2018, closing a stake of 106 shares — an estimated $9K sold.

Jacobi Capital Management first reported a position in IJJ in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q2 2018. 428 funds tracked by Wall St. Rank hold IJJ as of Q3 2018.

  • Jacobi Capital Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2018 after selling out during the quarter.
  • Jacobi Capital Management sold 106 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2018, an estimated $9K.
  • Jacobi Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2018 and held it in 2 quarters.
  • Jacobi Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $9K in Q2 2018.
  • 428 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2018.

Based on Jacobi Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.