Sage 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
-758,636
Closed -$56.3M 39
2017
Q1
$56.3M Buy
758,636
+42,710
+6% +$3.17M 6.76% 5
2016
Q4
$52M Buy
+715,926
New +$49.5M 6.64% 8

Other funds holding IJJ

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

Sage Advisory Services sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2017, closing a stake of 758,636 shares — an estimated $56.3M sold.

Sage Advisory Services first reported a position in IJJ in Q4 2016 and held it in 2 quarters. The position peaked at $56.3M in Q1 2017. 374 funds tracked by Wall St. Rank hold IJJ as of Q2 2017.

  • Sage Advisory Services reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2017 after selling out during the quarter.
  • Sage Advisory Services sold 758,636 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2017, an estimated $56.3M.
  • Sage Advisory Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2016 and held it in 2 quarters.
  • Sage Advisory Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $56.3M in Q1 2017.
  • 374 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2017.

Based on Sage Advisory Services's 13F filing for Q2 2017, filed 3 Aug 2017.