Abich Financial Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Abich Financial Wealth Management’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$90.4K	Buy	+697	New	+$89.3K	0.03%	246
2024 Q3	–	Sell	-697	Closed	-$79.1K	–	622
2024 Q2	$79.1K	Hold	697	–	–	0.05%	115
2024 Q1	$82.4K	Buy	+697	New	+$78.5K	0.06%	101

Other funds holding IJJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Abich Financial Wealth Management's IJJ Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2025: 697 shares worth $90.4K. The stake represents 0.03% of the portfolio and ranks #246 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in IJJ as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in IJJ in Q1 2024 and has held it in 3 quarters since. 813 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

Abich Financial Wealth Management held 697 shares of iShares S&P Mid-Cap 400 Value ETF worth $90.4K as of Q3 2025.
iShares S&P Mid-Cap 400 Value ETF was a new Abich Financial Wealth Management position in Q3 2025.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Abich Financial Wealth Management's portfolio in Q3 2025, its #246 holding.
Abich Financial Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 3 quarters since.
813 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.