ACM
IJJ icon

AlphaStar Capital Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

AlphaStar Capital 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 		– Sell
-2,323
Closed -$287K – 270
2025
Q2 		$287K Buy
+2,323
New +$273K 0.02% 302
2024
Q4 		– Sell
-2,095
Closed -$259K – 285
2024
Q3 		$259K Buy
2,095
+53
+3% +$6.3K 0.02% 323
2024
Q2 		$232K Buy
2,042
+9
+0.4% +$1.03K 0.02% 286
2024
Q1 		$240K Hold
2,033
– – 0.02% 261
2023
Q4 		$232K Buy
+2,033
New +$209K 0.02% 256
2022
Q2 		– Sell
-21,160
Closed -$2.32M – 368
2022
Q1 		$2.32M Buy
+21,160
New +$2.28M 0.19% 98
2021
Q4 		– Sell
-16,084
Closed -$1.75M – 394
2021
Q3 		$1.75M Buy
16,084
+7,581
+89% +$797K 0.12% 140
2021
Q2 		$886K Buy
+8,503
New +$908K 0.11% 135

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