Valley Wealth Managers’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
2020
Q2
Sell
-8,220
Closed -$451K 169
2020
Q1
$451K Buy
8,220
+484
+6% +$36.4K 0.06% 117
2019
Q4
$660K Buy
7,736
+522
+7% +$42.9K 0.07% 117
2019
Q3
$577K Sell
7,214
-264
-4% -$20.8K 0.06% 132
2019
Q2
$596K Buy
7,478
+3,170
+74% +$251K 0.06% 129
2019
Q1
$338K Buy
+4,308
New +$334K 0.04% 172

Other funds holding IJJ

Valley Wealth Managers's IJJ Position: Q2 2020 in Review

Valley Wealth Managers sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2020, closing a stake of 8,220 shares — an estimated $451K sold.

Valley Wealth Managers first reported a position in IJJ in Q1 2019 and held it in 5 quarters. The position peaked at $660K in Q4 2019. 452 funds tracked by Wall St. Rank hold IJJ as of Q2 2020.

  • Valley Wealth Managers reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2020 after selling out during the quarter.
  • Valley Wealth Managers sold 8,220 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2020, an estimated $451K.
  • Valley Wealth Managers first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2019 and held it in 5 quarters.
  • Valley Wealth Managers's iShares S&P Mid-Cap 400 Value ETF position peaked at $660K in Q4 2019.
  • 452 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2020.

Based on Valley Wealth Managers's 13F filing for Q2 2020, filed 28 Jul 2020.