Parcion Private Wealth’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
-5,702
Closed -$625K 218
2022
Q1
$625K Buy
+5,702
New +$615K 0.06% 129
2020
Q3
Sell
-8,190
Closed -$546K 184
2020
Q2
$546K Hold
8,190
0.09% 120
2020
Q1
$449K Buy
8,190
+5,570
+213% +$419K 0.12% 105
2019
Q4
$224K Buy
+2,620
New +$215K 0.05% 195

Other funds holding IJJ

Parcion Private Wealth's IJJ Position: Q2 2022 in Review

Parcion Private Wealth sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2022, closing a stake of 5,702 shares — an estimated $625K sold.

Parcion Private Wealth first reported a position in IJJ in Q4 2019 and held it in 4 quarters. The position peaked at $625K in Q1 2022. 646 funds tracked by Wall St. Rank hold IJJ as of Q2 2022.

  • Parcion Private Wealth reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Parcion Private Wealth sold 5,702 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $625K.
  • Parcion Private Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and held it in 4 quarters.
  • Parcion Private Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $625K 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 Parcion Private Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.