Selective 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
Q4
Sell
-220
Closed -$20K 408
2022
Q3
$20K Hold
220
0.01% 425
2022
Q2
$21K Buy
+220
New +$22.4K 0.01% 455
2021
Q1
Sell
-60
Closed -$5K 402
2020
Q4
$5K Buy
+60
New +$4.71K ﹤0.01% 290

Other funds holding IJJ

Selective Wealth Management's IJJ Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2022, closing a stake of 220 shares — an estimated $20K sold.

Selective Wealth Management first reported a position in IJJ in Q4 2020 and held it in 3 quarters. The position peaked at $21K in Q2 2022. 690 funds tracked by Wall St. Rank hold IJJ as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 220 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2022, an estimated $20K.
  • Selective Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 3 quarters.
  • Selective Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $21K in Q2 2022.
  • 690 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.