Carolinas Wealth Consulting’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Carolinas Wealth Consulting’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	-2,376	Closed	-$285K	–	448
2025 Q1	$285K	Buy	2,376 +55	+2%	+$6.89K	0.06%	149
2024 Q4	$290K	Hold	2,321	–	–	0.06%	149
2024 Q3	$287K	Sell	2,321 -41	-2%	-$4.88K	0.05%	155
2024 Q2	$268K	Buy	2,362 +1,119	+90%	+$128K	0.05%	151
2024 Q1	$147K	Buy	1,243 +1,236	+17,657%	+$139K	0.03%	213
2023 Q4	$798	Buy	+7	New	+$720	﹤0.01%	854
2021 Q3	–	Sell	-8	Closed	-$1K	–	957
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	882
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	880
2020 Q4	$1K	Sell	8 -64	-89%	-$5.02K	﹤0.01%	806
2020 Q3	$5K	Hold	72	–	–	﹤0.01%	567
2020 Q2	$5K	Buy	+72	New	+$4.52K	﹤0.01%	401

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

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

Carolinas Wealth Consulting's IJJ Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025, closing a stake of 2,376 shares — an estimated $285K sold.

Carolinas Wealth Consulting first reported a position in IJJ in Q2 2020 and held it in 11 quarters. The position peaked at $290K in Q4 2024. 814 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 2,376 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $285K.
Carolinas Wealth Consulting first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2020 and held it in 11 quarters.
Carolinas Wealth Consulting's iShares S&P Mid-Cap 400 Value ETF position peaked at $290K in Q4 2024.
814 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.