Stokes & Hubbell Capital 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
2019
Q1
$2.64M Buy
33,606
+8,160
+32% +$632K 0.55% 51
2018
Q4
$1.76M Buy
+25,446
New +$1.95M 0.4% 53

Other funds holding IJJ

Stokes & Hubbell Capital Management's IJJ Position: Q1 2019 in Review

Stokes & Hubbell Capital Management increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 32% in Q1 2019, buying an estimated $632K and bringing the position to 33,606 shares worth $2.64M. The position accounts for 0.55% of the portfolio, ranked #51.

Stokes & Hubbell Capital Management first reported a position in IJJ in Q4 2018 and has held it in 2 quarters since. 469 funds tracked by Wall St. Rank hold IJJ as of Q1 2019.

  • Stokes & Hubbell Capital Management held 33,606 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.64M as of Q1 2019.
  • Stokes & Hubbell Capital Management bought 8,160 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2019, an estimated $632K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.55% of Stokes & Hubbell Capital Management's portfolio in Q1 2019, its #51 holding.
  • Stokes & Hubbell Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 2 quarters since.
  • 469 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2019.

Based on Stokes & Hubbell Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.