Trivium Point Advisory’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
Q3
Sell
-2,800
Closed -$223K 164
2019
Q2
$223K Hold
2,800
0.1% 148
2019
Q1
$220K Buy
+2,800
New +$217K 0.1% 148

Other funds holding IJJ

Trivium Point Advisory's IJJ Position: Q3 2019 in Review

Trivium Point Advisory sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2019, closing a stake of 2,800 shares — an estimated $223K sold.

Trivium Point Advisory first reported a position in IJJ in Q1 2019 and held it in 2 quarters. The position peaked at $223K in Q2 2019. 468 funds tracked by Wall St. Rank hold IJJ as of Q3 2019.

  • Trivium Point Advisory reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2019 after selling out during the quarter.
  • Trivium Point Advisory sold 2,800 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2019, an estimated $223K.
  • Trivium Point Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2019 and held it in 2 quarters.
  • Trivium Point Advisory's iShares S&P Mid-Cap 400 Value ETF position peaked at $223K in Q2 2019.
  • 468 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2019.

Based on Trivium Point Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.