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

Choate Investment 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	-900	Closed	-$111K	–	455
2025 Q2	$111K	Buy	+900	New	+$106K	﹤0.01%	419
2023 Q4	–	Sell	-830	Closed	-$83.8K	–	407
2023 Q3	$83.8K	Hold	830	–	–	﹤0.01%	380
2023 Q2	$88.9K	Hold	830	–	–	﹤0.01%	304
2023 Q1	$85.3K	Hold	830	–	–	﹤0.01%	279
2022 Q4	$83.7K	Hold	830	–	–	0.01%	290
2022 Q3	$75K	Hold	830	–	–	﹤0.01%	258
2022 Q2	$78K	Sell	830 -465	-36%	-$47.4K	﹤0.01%	276
2022 Q1	$142K	Hold	1,295	–	–	0.01%	301
2021 Q4	$143K	Hold	1,295	–	–	0.01%	289
2021 Q3	$133K	Sell	1,295 -245	-16%	-$25.7K	0.01%	264
2021 Q2	$162K	Hold	1,540	–	–	0.01%	270
2021 Q1	$157K	Hold	1,540	–	–	0.01%	252
2020 Q4	$133K	Hold	1,540	–	–	0.01%	246
2020 Q3	$104K	Buy	+1,540	New	+$106K	0.01%	247
2020 Q1	–	Sell	-2,480	Closed	-$212K	–	240
2019 Q4	$212K	Buy	+2,480	New	+$204K	0.01%	217
2019 Q2	–	Sell	-3,080	Closed	-$242K	–	233
2019 Q1	$242K	Buy	+3,080	New	+$238K	0.01%	216
2017 Q3	–	Sell	-2,710	Closed	-$201K	–	248
2017 Q2	$201K	Hold	2,710	–	–	0.01%	242
2017 Q1	$201K	Buy	+2,710	New	+$201K	0.01%	247
2015 Q1	–	Sell	-1,540	Closed	-$98.7K	–	266
2014 Q4	$98.7K	Buy	+1,540	New	+$95.5K	0.01%	256
2014 Q3	–	Sell	-1,540	Closed	-$97.7K	–	281
2014 Q2	$97.7K	Hold	1,540	–	–	0.01%	266
2014 Q1	$92.7K	Buy	+1,540	New	+$90.2K	0.01%	268

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Choate Investment Advisors's IJJ Position: Q3 2025 in Review

Choate Investment Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2025, closing a stake of 900 shares — an estimated $111K sold.

Choate Investment Advisors first reported a position in IJJ in Q1 2014 and held it in 21 quarters. The position peaked at $242K in Q1 2019. 812 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

Choate Investment Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 900 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $111K.
Choate Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2014 and held it in 21 quarters.
Choate Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $242K in Q1 2019.
812 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.