Mill 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
2023
Q1
Sell
-1,468
Closed -$148K 135
2022
Q4
$148K Buy
+1,468
New +$147K 0.02% 121

Other funds holding IJJ

Mill Capital Management's IJJ Position: Q1 2023 in Review

Mill Capital Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2023, closing a stake of 1,468 shares — an estimated $148K sold.

Mill Capital Management first reported a position in IJJ in Q4 2022 and held it in 1 quarter. The position peaked at $148K in Q4 2022. 684 funds tracked by Wall St. Rank hold IJJ as of Q1 2023.

  • Mill Capital Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Mill Capital Management sold 1,468 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2023, an estimated $148K.
  • Mill Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and held it in 1 quarter.
  • Mill Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $148K in Q4 2022.
  • 684 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2023.

Based on Mill Capital Management's 13F filing for Q1 2023, filed 1 May 2023.