STALEY CAPITAL ADVISERS’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
2018
Q4
Sell
-13,600
Closed -$1.14M 173
2018
Q3
$1.14M Hold
13,600
0.08% 79
2018
Q2
$1.1M Buy
13,600
+2,000
+17% +$160K 0.08% 78
2018
Q1
$896K Buy
+11,600
New +$920K 0.07% 80

Other funds holding IJJ

STALEY CAPITAL ADVISERS's IJJ Position: Q4 2018 in Review

STALEY CAPITAL ADVISERS sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2018, closing a stake of 13,600 shares — an estimated $1.14M sold.

STALEY CAPITAL ADVISERS first reported a position in IJJ in Q1 2018 and held it in 3 quarters. The position peaked at $1.14M in Q3 2018. 445 funds tracked by Wall St. Rank hold IJJ as of Q4 2018.

  • STALEY CAPITAL ADVISERS reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2018 after selling out during the quarter.
  • STALEY CAPITAL ADVISERS sold 13,600 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2018, an estimated $1.14M.
  • STALEY CAPITAL ADVISERS first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2018 and held it in 3 quarters.
  • STALEY CAPITAL ADVISERS's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.14M in Q3 2018.
  • 445 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2018.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q4 2018, filed 5 Feb 2019.