Creekmur Asset Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Creekmur Asset 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 Q3	$16.9K	Hold	130	–	–	﹤0.01%	462
2025 Q2	$16.1K	Sell	130 -6	-4%	-$706	﹤0.01%	464
2025 Q1	$16.3K	Hold	136	–	–	﹤0.01%	425
2024 Q4	$17K	Hold	136	–	–	﹤0.01%	358
2024 Q3	$16.8K	Sell	136 -54	-28%	-$6.42K	﹤0.01%	370
2024 Q2	$21.6K	Sell	190 -73	-28%	-$8.33K	0.01%	368
2024 Q1	$31.1K	Sell	263 -4	-1%	-$450	0.01%	320
2023 Q4	$30.4K	Buy	+267	New	+$27.5K	0.01%	370

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

Creekmur Asset Management's IJJ Position: Q3 2025 in Review

Creekmur Asset Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2025 at 130 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Creekmur Asset Management first reported a position in IJJ in Q4 2023 and has held it in 8 quarters since. The position peaked at $31.1K in Q1 2024. 812 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

Creekmur Asset Management held 130 shares of iShares S&P Mid-Cap 400 Value ETF worth $16.9K as of Q3 2025.
Creekmur Asset Management left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2025.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #462 holding.
Creekmur Asset Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $31.1K in Q1 2024.
812 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.