NewSquare Capital’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
2016
Q2
Sell
-70
Closed -$4K 374
2016
Q1
$4K Hold
70
﹤0.01% 360
2015
Q4
$4K Buy
+70
New +$4.24K ﹤0.01% 278

Other funds holding IJJ

NewSquare Capital's IJJ Position: Q2 2016 in Review

NewSquare Capital sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2016, closing a stake of 70 shares — an estimated $4K sold.

NewSquare Capital first reported a position in IJJ in Q4 2015 and held it in 2 quarters. The position peaked at $4K in Q1 2016. 330 funds tracked by Wall St. Rank hold IJJ as of Q2 2016.

  • NewSquare Capital reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2016 after selling out during the quarter.
  • NewSquare Capital sold 70 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2016, an estimated $4K.
  • NewSquare Capital first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2015 and held it in 2 quarters.
  • NewSquare Capital's iShares S&P Mid-Cap 400 Value ETF position peaked at $4K in Q1 2016.
  • 330 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2016.

Based on NewSquare Capital's 13F filing for Q2 2016, filed 25 Jul 2016.