Total Clarity Wealth 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
2022
Q3
Sell
-48
Closed -$5K 573
2022
Q2
$5K Buy
+48
New +$4.89K ﹤0.01% 815
2022
Q1
Sell
-48
Closed -$5K 534
2021
Q4
$5K Hold
48
﹤0.01% 806
2021
Q3
$5K Buy
+48
New +$5.04K ﹤0.01% 815
2021
Q2
Sell
-48
Closed -$5K 436
2021
Q1
$5K Buy
+48
New +$4.58K ﹤0.01% 690
2020
Q1
Sell
-24
Closed -$2K 332
2019
Q4
$2K Buy
+24
New +$1.97K ﹤0.01% 653

Other funds holding IJJ

Total Clarity Wealth Management's IJJ Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2022, closing a stake of 48 shares — an estimated $5K sold.

Total Clarity Wealth Management first reported a position in IJJ in Q4 2019 and held it in 5 quarters. The position peaked at $5K in Q2 2022. 625 funds tracked by Wall St. Rank hold IJJ as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 48 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2022, an estimated $5K.
  • Total Clarity Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and held it in 5 quarters.
  • Total Clarity Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $5K in Q2 2022.
  • 625 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.