Tradition 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
Q2
Sell
-410
Closed -$45K 1109
2022
Q1
$45K Hold
410
0.01% 539
2021
Q4
$45K Hold
410
0.01% 550
2021
Q3
$42K Hold
410
0.01% 546
2021
Q2
$43K Hold
410
0.01% 565
2021
Q1
$42K Buy
410
+36
+10% +$3.44K 0.01% 471
2020
Q4
$32K Buy
+374
New +$29.3K 0.01% 493

Other funds holding IJJ

Tradition Wealth Management's IJJ Position: Q2 2022 in Review

Tradition Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2022, closing a stake of 410 shares — an estimated $45K sold.

Tradition Wealth Management first reported a position in IJJ in Q4 2020 and held it in 6 quarters. The position peaked at $45K in Q1 2022. 646 funds tracked by Wall St. Rank hold IJJ as of Q2 2022.

  • Tradition Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 410 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $45K.
  • Tradition Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 6 quarters.
  • Tradition Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $45K in Q1 2022.
  • 646 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2022.

Based on Tradition Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.