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

Evergreen Private Wealth’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	-631	Closed	-$81.9K	–	144
2025 Q3	$81.9K	Hold	631	–	–	0.03%	97
2025 Q2	$78K	Hold	631	–	–	0.03%	102
2025 Q1	$75.5K	Sell	631 -81	-11%	-$10.1K	0.04%	104
2024 Q4	$89K	Sell	712 -34	-5%	-$4.34K	0.04%	102
2024 Q3	$92.2K	Sell	746 -3	-0.4%	-$357	0.04%	102
2024 Q2	$85K	Sell	749 -1,294	-63%	-$148K	0.04%	102
2024 Q1	$242K	Sell	2,043 -1,587	-44%	-$179K	0.12%	65
2023 Q4	$414K	Buy	+3,630	New	+$373K	0.22%	58

Other funds holding IJJ

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 22.96% 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

CFB

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evergreen Private Wealth's IJJ Position: Q4 2025 in Review

Evergreen Private Wealth sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2025, closing a stake of 631 shares — an estimated $81.9K sold.

Evergreen Private Wealth first reported a position in IJJ in Q4 2023 and held it in 8 quarters. The position peaked at $414K in Q4 2023. 839 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

Evergreen Private Wealth reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 631 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $81.9K.
Evergreen Private Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $414K in Q4 2023.
839 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.