Capital A Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Capital A Wealth Management’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	$1.14K	Buy	+10	New	+$1.18K	0.01%	369

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 $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 $324B AUM 22.36% 1-Year Est. Return

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

Capital A Wealth Management's IJJ Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025: 10 shares worth $1.14K. The stake represents 0.01% of the portfolio and ranks #369 among its holdings.

815 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

Capital A Wealth Management held 10 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.14K as of Q2 2025.
iShares S&P Mid-Cap 400 Value ETF was a new Capital A Wealth Management position in Q2 2025.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #369 holding.
815 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.