Dynamic Advisor Solutions’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Dynamic Advisor Solutions’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 Q1	–	Sell	-1,655	Closed	-$207K	–	865
2024 Q4	$207K	Sell	1,655 -456	-22%	-$58.2K	0.01%	614
2024 Q3	$261K	Sell	2,111 -247	-10%	-$29.4K	0.01%	804
2024 Q2	$268K	Sell	2,358 -537	-19%	-$61.3K	0.01%	801
2024 Q1	$342K	Buy	2,895 +819	+39%	+$92.2K	0.01%	715
2023 Q4	$232K	Sell	2,076 -17	-0.8%	-$1.75K	0.01%	791
2023 Q3	$211K	Buy	2,093 +46	+2%	+$4.92K	0.01%	769
2023 Q2	$219K	Hold	2,047	–	–	0.01%	717
2023 Q1	$210K	Buy	2,047 +12	+0.6%	+$1.28K	0.01%	687
2022 Q4	$205K	Buy	+2,035	New	+$203K	0.01%	659
2022 Q2	–	Sell	-2,001	Closed	-$219K	–	732
2022 Q1	$219K	Buy	+2,001	New	+$216K	0.02%	656
2020 Q1	–	Sell	-2,602	Closed	-$222K	–	544
2019 Q4	$222K	Sell	2,602 -40	-2%	-$3.29K	0.03%	480
2019 Q3	$211K	Buy	+2,642	New	+$208K	0.03%	460

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Dynamic Advisor Solutions's IJJ Position: Q1 2025 in Review

Dynamic Advisor Solutions sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2025, closing a stake of 1,655 shares — an estimated $207K sold.

Dynamic Advisor Solutions first reported a position in IJJ in Q3 2019 and held it in 12 quarters. The position peaked at $342K in Q1 2024. 817 funds tracked by Wall St. Rank hold IJJ as of Q1 2025.

Dynamic Advisor Solutions reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2025 after selling out during the quarter.
Dynamic Advisor Solutions sold 1,655 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2025, an estimated $207K.
Dynamic Advisor Solutions first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2019 and held it in 12 quarters.
Dynamic Advisor Solutions's iShares S&P Mid-Cap 400 Value ETF position peaked at $342K in Q1 2024.
817 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2025, filed 17 Apr 2025.