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

Camarda Financial 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
Q2 		– Sell
-93,466
Closed -$11.2M – 108
2025
Q1 		$11.2M Buy
+93,466
New +$11.7M 5.05% 4
2022
Q2 		– Sell
-25,047
Closed -$2.75M – 88
2022
Q1 		$2.75M Buy
+25,047
New +$2.7M 1.31% 18
2021
Q3 		– Sell
-87,786
Closed -$9.25M – 92
2021
Q2 		$9.25M Buy
+87,786
New +$9.38M 5.72% 8
2015
Q3 		– Sell
-66,720
Closed -$4.3M – 189
2015
Q2 		$4.3M Buy
66,720
+7,916
+13% +$523K 2.4% 9
2015
Q1 		$3.85M Buy
58,804
+9,760
+20% +$628K 2.14% 12
2014
Q4 		$3.13M Buy
49,044
+6,566
+15% +$407K 1.99% 15
2014
Q3 		$2.56M Buy
42,478
+3,256
+8% +$203K 1.77% 16
2014
Q2 		$2.49M Buy
39,222
+2,528
+7% +$154K 1.71% 17
2014
Q1 		$2.21M Buy
36,694
+1,166
+3% +$68.3K 1.69% 18
2013
Q4 		$2.06M Buy
35,528
+3,422
+11% +$193K 1.68% 28
2013
Q3 		$1.73M Buy
32,106
+3,952
+14% +$211K 2.27% 20
2013
Q2 		$1.43M Buy
+28,154
New +$1.42M 1.31% 33

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 $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Camarda Financial Advisors's IJJ Position: Q2 2025 in Review

Camarda Financial Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025, closing a stake of 93,466 shares — an estimated $11.2M sold.

Camarda Financial Advisors first reported a position in IJJ in Q2 2013 and held it in 12 quarters. The position peaked at $11.2M in Q1 2025. 815 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

  • Camarda Financial Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Camarda Financial Advisors sold 93,466 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $11.2M.
  • Camarda Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and held it in 12 quarters.
  • Camarda Financial Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $11.2M in Q1 2025.
  • 815 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on Camarda Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.