Advisor Resource Council’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Advisor Resource Council’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	–	Sell	-1,652	Closed	-$204K	–	103
2025 Q2	$204K	Buy	+1,652	New	+$194K	0.08%	177
2024 Q4	–	Sell	-1,652	Closed	-$204K	–	162
2024 Q3	$204K	Buy	+1,652	New	+$196K	0.09%	222
2024 Q2	–	Sell	-1,752	Closed	-$200K	–	129
2024 Q1	$200K	Buy	+1,752	New	+$197K	0.08%	214
2022 Q1	–	Sell	-2,152	Closed	-$238K	–	359
2021 Q4	$238K	Buy	+2,152	New	+$234K	0.02%	512
2021 Q3	–	Sell	-2,354	Closed	-$248K	–	332
2021 Q2	$248K	Buy	+2,354	New	+$251K	0.03%	429

Other funds holding IJJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $369B AUM 28.27% 1-Year Est. Return

CFB

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

Advisor Resource Council's IJJ Position: Q3 2025 in Review

Advisor Resource Council sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2025, closing a stake of 1,652 shares — an estimated $204K sold.

Advisor Resource Council first reported a position in IJJ in Q2 2021 and held it in 5 quarters. The position peaked at $248K in Q2 2021. 813 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

Advisor Resource Council reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2025 after selling out during the quarter.
Advisor Resource Council sold 1,652 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $204K.
Advisor Resource Council first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's iShares S&P Mid-Cap 400 Value ETF position peaked at $248K in Q2 2021.
813 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.