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

ERTS Wealth 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 Q2	–	Sell	-4,624	Closed	-$554K	–	56
2025 Q1	$554K	Sell	4,624 -125	-3%	-$15.7K	0.11%	45
2024 Q4	$593K	Sell	4,749 -202	-4%	-$25.8K	0.11%	45
2024 Q3	$612K	Hold	4,951	–	–	0.11%	41
2024 Q2	$562K	Hold	4,951	–	–	0.11%	43
2024 Q1	$586K	Sell	4,951 -997	-17%	-$112K	0.12%	43
2023 Q4	$678K	Sell	5,948 -23	-0.4%	-$2.37K	0.15%	34
2023 Q3	$603K	Sell	5,971 -419	-7%	-$44.8K	0.15%	37
2023 Q2	$685K	Hold	6,390	–	–	0.16%	38
2023 Q1	$657K	Sell	6,390 -180	-3%	-$19.2K	0.16%	38
2022 Q4	$662K	Buy	6,570 +2,134	+48%	+$213K	0.17%	47
2022 Q3	$399K	Sell	4,436 -1,642	-27%	-$163K	0.11%	56
2022 Q2	$574K	Buy	+6,078	New	+$620K	0.16%	47
2019 Q1	–	Sell	-814	Closed	-$56K	–	191
2018 Q4	$56K	Buy	+814	New	+$62.2K	0.04%	152

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

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

ERTS Wealth Advisors's IJJ Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025, closing a stake of 4,624 shares — an estimated $554K sold.

ERTS Wealth Advisors first reported a position in IJJ in Q4 2018 and held it in 13 quarters. The position peaked at $685K in Q2 2023. 814 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

ERTS Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
ERTS Wealth Advisors sold 4,624 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $554K.
ERTS Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and held it in 13 quarters.
ERTS Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $685K in Q2 2023.
814 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.