SFMG Wealth Advisors’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
2015
Q2
Sell
-4,848
Closed -$317K 141
2015
Q1
$317K Buy
+4,848
New +$312K 0.03% 129

Other funds holding IJJ

SFMG Wealth Advisors's IJJ Position: Q2 2015 in Review

SFMG Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2015, closing a stake of 4,848 shares — an estimated $317K sold.

SFMG Wealth Advisors first reported a position in IJJ in Q1 2015 and held it in 1 quarter. The position peaked at $317K in Q1 2015. 290 funds tracked by Wall St. Rank hold IJJ as of Q2 2015.

  • SFMG Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2015 after selling out during the quarter.
  • SFMG Wealth Advisors sold 4,848 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2015, an estimated $317K.
  • SFMG Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2015 and held it in 1 quarter.
  • SFMG Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $317K in Q1 2015.
  • 290 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2015.

Based on SFMG Wealth Advisors's 13F filing for Q2 2015, filed 12 Aug 2015.