Lloyd Advisory Services’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
Q2
Sell
-1,289
Closed -$141K 295
2022
Q1
$141K Buy
1,289
+1,167
+957% +$126K 0.07% 123
2021
Q4
$14K Buy
122
+1
+0.8% +$109 0.01% 315
2021
Q3
$13K Hold
121
0.01% 285
2021
Q2
$13K Buy
121
+1
+0.8% +$107 0.01% 261
2021
Q1
$12K Buy
+120
New +$11.5K 0.01% 233

Other funds holding IJJ

Lloyd Advisory Services's IJJ Position: Q2 2022 in Review

Lloyd Advisory Services sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2022, closing a stake of 1,289 shares — an estimated $141K sold.

Lloyd Advisory Services first reported a position in IJJ in Q1 2021 and held it in 5 quarters. The position peaked at $141K in Q1 2022. 646 funds tracked by Wall St. Rank hold IJJ as of Q2 2022.

  • Lloyd Advisory Services reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 1,289 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $141K.
  • Lloyd Advisory Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2021 and held it in 5 quarters.
  • Lloyd Advisory Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $141K in Q1 2022.
  • 646 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.