SWS Partners’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
Q2
Sell
-360
Closed -$38K 199
2018
Q1
$38K Hold
360
0.03% 169
2017
Q4
$39K Buy
+360
New +$28.1K 0.03% 166

Other funds holding IJJ

SWS Partners's IJJ Position: Q2 2018 in Review

SWS Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2018, closing a stake of 360 shares — an estimated $38K sold.

SWS Partners first reported a position in IJJ in Q4 2017 and held it in 2 quarters. The position peaked at $39K in Q4 2017. 411 funds tracked by Wall St. Rank hold IJJ as of Q2 2018.

  • SWS Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2018 after selling out during the quarter.
  • SWS Partners sold 360 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2018, an estimated $38K.
  • SWS Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and held it in 2 quarters.
  • SWS Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $39K in Q4 2017.
  • 411 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.