AmeriFlex Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

AmeriFlex Group’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	-76	Closed	-$9.43K	–	1200
2025 Q2	$9.43K	Hold	76	–	–	0.01%	717
2025 Q1	$9.1K	Buy	76 +30	+65%	+$3.76K	﹤0.01%	876
2024 Q4	$5.95K	Buy	+46	New	+$5.87K	﹤0.01%	884

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

AmeriFlex Group's IJJ Position: Q3 2025 in Review

AmeriFlex Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2025, closing a stake of 76 shares — an estimated $9.43K sold.

AmeriFlex Group first reported a position in IJJ in Q4 2024 and held it in 3 quarters. The position peaked at $9.43K in Q2 2025. 813 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

AmeriFlex Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2025 after selling out during the quarter.
AmeriFlex Group sold 76 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $9.43K.
AmeriFlex Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and held it in 3 quarters.
AmeriFlex Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $9.43K in Q2 2025.
813 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on AmeriFlex Group's 13F filing for Q3 2025, filed 12 Nov 2025.