Partnervest Advisory Services’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
2017
Q2
Sell
-2,786
Closed -$207K 207
2017
Q1
$207K Buy
+2,786
New +$207K 0.09% 185
2016
Q3
Sell
-4,794
Closed -$307K 201
2016
Q2
$307K Buy
4,794
+488
+11% +$30.7K 0.15% 145
2016
Q1
$267K Buy
+4,306
New +$244K 0.14% 148

Other funds holding IJJ

Partnervest Advisory Services's IJJ Position: Q2 2017 in Review

Partnervest Advisory Services sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2017, closing a stake of 2,786 shares — an estimated $207K sold.

Partnervest Advisory Services first reported a position in IJJ in Q1 2016 and held it in 3 quarters. The position peaked at $307K in Q2 2016. 374 funds tracked by Wall St. Rank hold IJJ as of Q2 2017.

  • Partnervest Advisory Services reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2017 after selling out during the quarter.
  • Partnervest Advisory Services sold 2,786 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2017, an estimated $207K.
  • Partnervest Advisory Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2016 and held it in 3 quarters.
  • Partnervest Advisory Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $307K in Q2 2016.
  • 374 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2017.

Based on Partnervest Advisory Services's 13F filing for Q2 2017, filed 2 Aug 2017.