B&D White Capital Company’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

B&D White Capital Company’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 Q2	–	Sell	-31,423	Closed	-$3.76M	–	81
2025 Q1	$3.76M	Buy	31,423 +29,416	+1,466%	+$3.68M	0.55%	31
2024 Q4	$251K	Sell	2,007 -8,092	-80%	-$1.03M	0.04%	60
2024 Q3	$1.25M	Buy	+10,099	New	+$1.2M	0.22%	42
2021 Q1	–	Sell	-650	Closed	-$56K	–	61
2020 Q4	$56K	Buy	+650	New	+$51K	0.03%	54

Other funds holding IJJ

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $374B AUM 17.66% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B&D White Capital Company's IJJ Position: Q2 2025 in Review

B&D White Capital Company sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025, closing a stake of 31,423 shares — an estimated $3.76M sold.

B&D White Capital Company first reported a position in IJJ in Q4 2020 and held it in 4 quarters. The position peaked at $3.76M in Q1 2025. 814 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

B&D White Capital Company reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
B&D White Capital Company sold 31,423 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $3.76M.
B&D White Capital Company first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 4 quarters.
B&D White Capital Company's iShares S&P Mid-Cap 400 Value ETF position peaked at $3.76M in Q1 2025.
814 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on B&D White Capital Company's 13F filing for Q2 2025, filed 13 Aug 2025.