Snowden Capital 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
2023
Q2
Sell
-2,296
Closed -$236K 1195
2023
Q1
$236K Sell
2,296
-539
-19% -$57.6K 0.01% 1025
2022
Q4
$286K Buy
+2,835
New +$283K 0.01% 928
2022
Q1
Sell
-226
Closed -$25K 1525
2021
Q4
$25K Buy
+226
New +$24.6K ﹤0.01% 1251

Other funds holding IJJ

Snowden Capital Advisors's IJJ Position: Q2 2023 in Review

Snowden Capital Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2023, closing a stake of 2,296 shares — an estimated $236K sold.

Snowden Capital Advisors first reported a position in IJJ in Q4 2021 and held it in 3 quarters. The position peaked at $286K in Q4 2022. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

  • Snowden Capital Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2023 after selling out during the quarter.
  • Snowden Capital Advisors sold 2,296 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $236K.
  • Snowden Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 3 quarters.
  • Snowden Capital Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $286K in Q4 2022.
  • 679 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2023.

Based on Snowden Capital Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.