LWM Advisory Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
AWA
LWM Advisory Services's IJJ Position: Q4 2022 in Review
LWM Advisory Services sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2022, closing a stake of 3,047 shares — an estimated $274K sold.
LWM Advisory Services first reported a position in IJJ in Q4 2021 and held it in 4 quarters. The position peaked at $421K in Q4 2021. 690 funds tracked by Wall St. Rank hold IJJ as of Q4 2022.
- LWM Advisory Services reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2022 after selling out during the quarter.
- LWM Advisory Services sold 3,047 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2022, an estimated $274K.
- LWM Advisory Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 4 quarters.
- LWM Advisory Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $421K in Q4 2021.
- 690 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2022.
Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.