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Ausdal Financial Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Ausdal Financial Partners’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
-1,830
Closed -$237K – 972
2025
Q3 		$237K Sell
1,830
-37
-2% -$4.74K 0.01% 823
2025
Q2 		$231K Sell
1,867
-449
-19% -$52.8K 0.02% 624
2025
Q1 		$277K Buy
2,316
+513
+28% +$64.2K 0.02% 513
2024
Q4 		$225K Hold
1,803
– – 0.02% 523
2024
Q3 		$223K Sell
1,803
-4,042
-69% -$481K 0.02% 473
2024
Q2 		$663K Sell
5,845
-4,844
-45% -$553K 0.07% 240
2024
Q1 		$1.26M Buy
10,689
+6,073
+132% +$684K 0.15% 148
2023
Q4 		$526K Buy
+4,616
New +$475K 0.07% 240
2022
Q2 		– Sell
-1,928
Closed -$211K – 487
2022
Q1 		$211K Hold
1,928
– – 0.03% 439
2021
Q4 		$213K Sell
1,928
-192
-9% -$20.9K 0.03% 442
2021
Q3 		$218K Buy
2,120
+195
+10% +$20.5K 0.03% 427
2021
Q2 		$203K Buy
+1,925
New +$206K 0.03% 434
2020
Q1 		– Sell
-2,918
Closed -$243K – 318
2019
Q4 		$243K Buy
2,918
+2
+0.1% +$164 0.07% 272
2019
Q3 		$233K Hold
2,916
– – 0.08% 270
2019
Q2 		$239K Buy
+2,916
New +$231K 0.09% 247
2018
Q4 		– Sell
-5,338
Closed -$447K – 317
2018
Q3 		$447K Sell
5,338
-396
-7% -$33.1K 0.13% 213
2018
Q2 		$465K Sell
5,734
-1,166
-17% -$93.3K 0.14% 204
2018
Q1 		$533K Sell
6,900
-692
-9% -$54.9K 0.19% 165
2017
Q4 		$608K Sell
7,592
-874
-10% -$68.2K 0.22% 146
2017
Q3 		$647K Sell
8,466
-682
-7% -$50.6K 0.26% 116
2017
Q2 		$679K Sell
9,148
-356
-4% -$26.3K 0.29% 101
2017
Q1 		$705K Buy
9,504
+446
+5% +$33.1K 0.32% 86
2016
Q4 		$658K Buy
9,058
+98
+1% +$6.78K 0.31% 89
2016
Q3 		$596K Sell
8,960
-2,596
-22% -$172K 0.3% 97
2016
Q2 		$740K Sell
11,556
-420
-4% -$26.4K 0.38% 75
2016
Q1 		$743K Sell
11,976
-220
-2% -$12.5K 0.42% 68
2015
Q4 		$715K Buy
+12,196
New +$738K 0.36% 68

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ausdal Financial Partners's IJJ Position: Q4 2025 in Review

Ausdal Financial Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2025, closing a stake of 1,830 shares — an estimated $237K sold.

Ausdal Financial Partners first reported a position in IJJ in Q4 2015 and held it in 27 quarters. The position peaked at $1.26M in Q1 2024. 840 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

  • Ausdal Financial Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Ausdal Financial Partners sold 1,830 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $237K.
  • Ausdal Financial Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2015 and held it in 27 quarters.
  • Ausdal Financial Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.26M in Q1 2024.
  • 840 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Ausdal Financial Partners's 13F filing for Q4 2025, filed 13 Feb 2026.