NEIRG Wealth 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
2022
Q2
Sell
-1,870
Closed -$205K 146
2022
Q1
$205K Hold
1,870
0.04% 133
2021
Q4
$207K Buy
+1,870
New +$203K 0.04% 122

Other funds holding IJJ

NEIRG Wealth Management's IJJ Position: Q2 2022 in Review

NEIRG Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2022, closing a stake of 1,870 shares — an estimated $205K sold.

NEIRG Wealth Management first reported a position in IJJ in Q4 2021 and held it in 2 quarters. The position peaked at $207K in Q4 2021. 646 funds tracked by Wall St. Rank hold IJJ as of Q2 2022.

  • NEIRG Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2022 after selling out during the quarter.
  • NEIRG Wealth Management sold 1,870 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $205K.
  • NEIRG Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 2 quarters.
  • NEIRG Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $207K in Q4 2021.
  • 646 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2022.

Based on NEIRG Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.