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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return