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Empowered Funds’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Empowered Funds’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
Q4 		– Sell
-3,287
Closed -$426K – 1433
2025
Q3 		$426K Buy
3,287
+371
+13% +$47.5K ﹤0.01% 1465
2025
Q2 		$360K Buy
+2,916
New +$343K ﹤0.01% 1440

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Empowered Funds's IJJ Position: Q4 2025 in Review

Empowered Funds sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2025, closing a stake of 3,287 shares — an estimated $426K sold.

Empowered Funds first reported a position in IJJ in Q2 2025 and held it in 2 quarters. The position peaked at $426K in Q3 2025. 841 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

  • Empowered Funds reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Empowered Funds sold 3,287 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $426K.
  • Empowered Funds first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and held it in 2 quarters.
  • Empowered Funds's iShares S&P Mid-Cap 400 Value ETF position peaked at $426K in Q3 2025.
  • 841 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.