WealthBridge 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
2019
Q2
Sell
-624
Closed -$50K 461
2019
Q1
$50K Buy
624
+374
+150% +$29K 0.03% 285
2018
Q4
$17K Buy
+250
New +$19.1K 0.01% 437

Other funds holding IJJ

WealthBridge Capital Management's IJJ Position: Q2 2019 in Review

WealthBridge Capital Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2019, closing a stake of 624 shares — an estimated $50K sold.

WealthBridge Capital Management first reported a position in IJJ in Q4 2018 and held it in 2 quarters. The position peaked at $50K in Q1 2019. 466 funds tracked by Wall St. Rank hold IJJ as of Q2 2019.

  • WealthBridge Capital Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 624 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2019, an estimated $50K.
  • WealthBridge Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $50K in Q1 2019.
  • 466 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.