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

Bristlecone 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 Q3	–	Sell	-141	Closed	-$17.4K	–	263
2025 Q2	$17.4K	Hold	141	–	–	﹤0.01%	277
2025 Q1	$16.9K	Hold	141	–	–	﹤0.01%	339
2024 Q4	$17.6K	Hold	141	–	–	﹤0.01%	337
2024 Q3	$17.4K	Buy	+141	New	+$16.8K	﹤0.01%	343
2023 Q2	–	Sell	-141	Closed	-$14.5K	–	303
2023 Q1	$14.5K	Buy	+141	New	+$15.1K	﹤0.01%	323

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 $18.1B AUM 24.63% 1-Year Est. Return

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

Bristlecone Advisors's IJJ Position: Q3 2025 in Review

Bristlecone Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2025, closing a stake of 141 shares — an estimated $17.4K sold.

Bristlecone Advisors first reported a position in IJJ in Q1 2023 and held it in 5 quarters. The position peaked at $17.6K in Q4 2024. 812 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

Bristlecone Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 141 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $17.4K.
Bristlecone Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2023 and held it in 5 quarters.
Bristlecone Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $17.6K in Q4 2024.
812 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.