WealthPLAN Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
WealthPLAN Partners's IJJ Position: Q3 2023 in Review
WealthPLAN Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2023, closing a stake of 1,403 shares — an estimated $150K sold.
WealthPLAN Partners first reported a position in IJJ in Q2 2016 and held it in 4 quarters. The position peaked at $150K in Q2 2023. 665 funds tracked by Wall St. Rank hold IJJ as of Q3 2023.
- WealthPLAN Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2023 after selling out during the quarter.
- WealthPLAN Partners sold 1,403 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2023, an estimated $150K.
- WealthPLAN Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2016 and held it in 4 quarters.
- WealthPLAN Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $150K in Q2 2023.
- 665 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2023.
Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.