Allied Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Allied Investment Advisors’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 Q4	–	Sell	-1,784	Closed	-$231K	–	105
2025 Q3	$231K	Hold	1,784	–	–	0.04%	91
2025 Q2	$220K	Sell	1,784 -125	-7%	-$14.7K	0.04%	80
2025 Q1	$229K	Hold	1,909	–	–	0.04%	80
2024 Q4	$239K	Hold	1,909	–	–	0.05%	72
2024 Q3	$236K	Sell	1,909 -85	-4%	-$10.1K	0.05%	68
2024 Q2	$226K	Hold	1,994	–	–	0.05%	66
2024 Q1	$236K	Hold	1,994	–	–	0.06%	59
2023 Q4	$227K	Buy	+1,994	New	+$205K	0.06%	59

Other funds holding IJJ

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 22.96% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

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

CFB

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

Allied Investment Advisors's IJJ Position: Q4 2025 in Review

Allied Investment Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2025, closing a stake of 1,784 shares — an estimated $231K sold.

Allied Investment Advisors first reported a position in IJJ in Q4 2023 and held it in 8 quarters. The position peaked at $239K in Q4 2024. 840 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

Allied Investment Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
Allied Investment Advisors sold 1,784 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $231K.
Allied Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and held it in 8 quarters.
Allied Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $239K in Q4 2024.
840 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Allied Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.