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

Evergreen Capital 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	–	Sell	-1,883	Closed	-$233K	–	1340
2025 Q2	$233K	Hold	1,883	–	–	0.01%	949
2025 Q1	$225K	Sell	1,883 -55	-3%	-$6.89K	0.01%	923
2024 Q4	$242K	Sell	1,938 -1,298	-40%	-$166K	0.01%	859
2024 Q3	$400K	Hold	3,236	–	–	0.01%	593
2024 Q2	$367K	Sell	3,236 -295	-8%	-$33.6K	0.01%	576
2024 Q1	$418K	Buy	3,531 +114	+3%	+$12.8K	0.02%	495
2023 Q4	$390K	Hold	3,417	–	–	0.02%	495
2023 Q3	$347K	Buy	3,417 +581	+20%	+$62.1K	0.02%	507
2023 Q2	$304K	Hold	2,836	–	–	0.01%	546
2023 Q1	$291K	Buy	+2,836	New	+$303K	0.01%	520
2021 Q4	–	Sell	-5,713	Closed	-$589K	–	643
2021 Q3	$589K	Buy	+5,713	New	+$600K	0.03%	337

Other funds holding IJJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Evergreen Capital Management's IJJ Position: Q3 2025 in Review

Evergreen Capital Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2025, closing a stake of 1,883 shares — an estimated $233K sold.

Evergreen Capital Management first reported a position in IJJ in Q3 2021 and held it in 11 quarters. The position peaked at $589K in Q3 2021. 814 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

Evergreen Capital Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2025 after selling out during the quarter.
Evergreen Capital Management sold 1,883 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $233K.
Evergreen Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2021 and held it in 11 quarters.
Evergreen Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $589K in Q3 2021.
814 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Evergreen Capital Management's 13F filing for Q3 2025, filed 28 Oct 2025.