WESPAC Advisors’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
2022
Q2
Sell
-2,620
Closed -$287K 104
2022
Q1
$287K Sell
2,620
-819
-24% -$88.4K 0.31% 90
2021
Q4
$381K Buy
+3,439
New +$374K 0.26% 116

Other funds holding IJJ

WESPAC Advisors's IJJ Position: Q2 2022 in Review

WESPAC Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2022, closing a stake of 2,620 shares — an estimated $287K sold.

WESPAC Advisors first reported a position in IJJ in Q4 2021 and held it in 2 quarters. The position peaked at $381K in Q4 2021. 646 funds tracked by Wall St. Rank hold IJJ as of Q2 2022.

  • WESPAC Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2022 after selling out during the quarter.
  • WESPAC Advisors sold 2,620 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $287K.
  • WESPAC Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 2 quarters.
  • WESPAC Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $381K in Q4 2021.
  • 646 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2022.

Based on WESPAC Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.