Congress Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
Congress Wealth Management's IJJ Position: Q2 2025 in Review
Congress Wealth Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.11% in Q2 2025, selling an estimated $1.18K and leaving 9,469 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #669.
Congress Wealth Management first reported a position in IJJ in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.2M in Q3 2024. 816 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.
- Congress Wealth Management held 9,469 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.17M as of Q2 2025.
- Congress Wealth Management sold 10 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $1.18K.
- iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #669 holding.
- Congress Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and has held it in 4 quarters since.
- Congress Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.2M in Q3 2024.
- 816 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.