WealthTrust Fairport’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
Q4
Sell
-310
Closed -$26K 465
2018
Q3
$26K Buy
+310
New +$25.9K ﹤0.01% 305
2015
Q1
Sell
-152
Closed -$10K 256
2014
Q4
$10K Buy
+152
New +$9.42K ﹤0.01% 334

Other funds holding IJJ

WealthTrust Fairport's IJJ Position: Q4 2018 in Review

WealthTrust Fairport sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2018, closing a stake of 310 shares — an estimated $26K sold.

WealthTrust Fairport first reported a position in IJJ in Q4 2014 and held it in 2 quarters. The position peaked at $26K in Q3 2018. 445 funds tracked by Wall St. Rank hold IJJ as of Q4 2018.

  • WealthTrust Fairport reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2018 after selling out during the quarter.
  • WealthTrust Fairport sold 310 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2018, an estimated $26K.
  • WealthTrust Fairport first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2014 and held it in 2 quarters.
  • WealthTrust Fairport's iShares S&P Mid-Cap 400 Value ETF position peaked at $26K in Q3 2018.
  • 445 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2018.

Based on WealthTrust Fairport's 13F filing for Q4 2018, filed 25 Feb 2019.