Virtue Capital 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
2018
Q2
Sell
-202
Closed -$16K 315
2018
Q1
$16K Sell
202
-3,216
-94% -$255K 0.01% 352
2017
Q4
$263K Buy
+3,418
New +$267K 0.15% 150

Other funds holding IJJ

Virtue Capital Management's IJJ Position: Q2 2018 in Review

Virtue Capital Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2018, closing a stake of 202 shares — an estimated $16K sold.

Virtue Capital Management first reported a position in IJJ in Q4 2017 and held it in 2 quarters. The position peaked at $263K in Q4 2017. 411 funds tracked by Wall St. Rank hold IJJ as of Q2 2018.

  • Virtue Capital Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2018 after selling out during the quarter.
  • Virtue Capital Management sold 202 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2018, an estimated $16K.
  • Virtue Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and held it in 2 quarters.
  • Virtue Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $263K 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 Virtue Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.