Laidlaw Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
Laidlaw Wealth Management's IJJ Position: Q3 2023 in Review
Laidlaw Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2023, closing a stake of 2,255 shares — an estimated $242K sold.
Laidlaw Wealth Management first reported a position in IJJ in Q2 2022 and held it in 5 quarters. The position peaked at $263K in Q1 2023. 665 funds tracked by Wall St. Rank hold IJJ as of Q3 2023.
- Laidlaw Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2023 after selling out during the quarter.
- Laidlaw Wealth Management sold 2,255 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2023, an estimated $242K.
- Laidlaw Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2022 and held it in 5 quarters.
- Laidlaw Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $263K in Q1 2023.
- 665 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2023.
Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.