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

EWG Elevate’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
-18,829
Closed -$2.35M – 136
2024
Q4 		$2.35M Buy
+18,829
New +$2.4M 0.72% 42
2023
Q2 		– Sell
-32,461
Closed -$3.34M – 103
2023
Q1 		$3.34M Buy
32,461
+19,211
+145% +$2.05M 1.42% 25
2022
Q4 		$1.34M Buy
13,250
+5,473
+70% +$547K 0.67% 36
2022
Q3 		$700K Sell
7,777
-106,846
-93% -$10.6M 0.39% 40
2022
Q2 		$10.8M Buy
114,623
+109,653
+2,206% +$11.2M 5.26% 4
2022
Q1 		$545K Sell
4,970
-70,130
-93% -$7.57M 0.21% 55
2021
Q4 		$8.31M Buy
75,100
+33,590
+81% +$3.66M 4.08% 5
2021
Q3 		$4.28M Sell
41,510
-51,545
-55% -$5.42M 1.77% 22
2021
Q2 		$9.9M Sell
93,055
-8,534
-8% -$911K 3.84% 6
2021
Q1 		$10.4M Buy
+101,589
New +$9.7M 4.58% 3

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EWG Elevate's IJJ Position: Q1 2025 in Review

EWG Elevate sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2025, closing a stake of 18,829 shares — an estimated $2.35M sold.

EWG Elevate first reported a position in IJJ in Q1 2021 and held it in 10 quarters. The position peaked at $10.8M in Q2 2022. 817 funds tracked by Wall St. Rank hold IJJ as of Q1 2025.

  • EWG Elevate reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2025 after selling out during the quarter.
  • EWG Elevate sold 18,829 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2025, an estimated $2.35M.
  • EWG Elevate first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2021 and held it in 10 quarters.
  • EWG Elevate's iShares S&P Mid-Cap 400 Value ETF position peaked at $10.8M in Q2 2022.
  • 817 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2025.

Based on EWG Elevate's 13F filing for Q1 2025, filed 10 Apr 2025.