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Financial Advocates Investment Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Financial Advocates Investment 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
-9,992
Closed -$1.23M – 314
2025
Q2 		$1.23M Sell
9,992
-2,252
-18% -$265K 0.1% 193
2025
Q1 		$1.47M Sell
12,244
-2,729
-18% -$342K 0.1% 212
2024
Q4 		$1.87M Buy
14,973
+59
+0.4% +$7.53K 0.11% 190
2024
Q3 		$1.83M Buy
14,914
+280
+2% +$33.3K 0.1% 197
2024
Q2 		$1.66M Sell
14,634
-2,543
-15% -$290K 0.1% 193
2024
Q1 		$2.05M Sell
17,177
-120
-0.7% -$13.5K 0.12% 180
2023
Q4 		$1.97M Buy
17,297
+1,209
+8% +$124K 0.13% 176
2023
Q3 		$1.62M Buy
16,088
+532
+3% +$56.9K 0.12% 192
2023
Q2 		$1.67M Buy
15,556
+777
+5% +$78.9K 0.12% 187
2023
Q1 		$1.52M Buy
14,779
+171
+1% +$18.3K 0.11% 214
2022
Q4 		$1.47M Sell
14,608
-117
-0.8% -$11.7K 0.11% 212
2022
Q3 		$1.32M Buy
14,725
+99
+0.7% +$9.86K 0.11% 204
2022
Q2 		$1.38M Buy
14,626
+1,166
+9% +$119K 0.11% 211
2022
Q1 		$1.48M Buy
13,460
+394
+3% +$42.5K 0.1% 234
2021
Q4 		$1.45M Buy
13,066
+104
+0.8% +$11.3K 0.09% 255
2021
Q3 		$1.33M Buy
12,962
+460
+4% +$48.3K 0.09% 254
2021
Q2 		$1.3M Sell
12,502
-1,181
-9% -$126K 0.09% 269
2021
Q1 		$1.39M Sell
13,683
-218
-2% -$20.8K 0.1% 243
2020
Q4 		$1.2M Sell
13,901
-307
-2% -$24.1K 0.08% 272
2020
Q3 		$958K Sell
14,208
-198
-1% -$13.7K 0.08% 260
2020
Q2 		$958K Sell
14,406
-444
-3% -$27.9K 0.09% 259
2020
Q1 		$815K Buy
14,850
+482
+3% +$36.2K 0.12% 205
2019
Q4 		$1.23M Buy
14,368
+3,204
+29% +$263K 0.13% 183
2019
Q3 		$893K Buy
11,164
+372
+3% +$29.3K 0.1% 207
2019
Q2 		$861K Buy
10,792
+88
+0.8% +$6.98K 0.1% 204
2019
Q1 		$840K Sell
10,704
-158
-1% -$12.2K 0.1% 199
2018
Q4 		$751K Buy
10,862
+7,376
+212% +$564K 0.1% 199
2018
Q3 		$292K Buy
3,486
+440
+14% +$36.7K 0.03% 397
2018
Q2 		$246K Buy
+3,046
New +$244K 0.03% 415
2018
Q1 		– Sell
-2,120
Closed -$170K – 512
2017
Q4 		$170K Buy
+2,120
New +$165K 0.02% 464

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 $424B AUM 22.96% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Financial Advocates Investment Management's IJJ Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2025, closing a stake of 9,992 shares — an estimated $1.23M sold.

Financial Advocates Investment Management first reported a position in IJJ in Q4 2017 and held it in 30 quarters. The position peaked at $2.05M in Q1 2024. 813 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,992 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $1.23M.
  • Financial Advocates Investment Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and held it in 30 quarters.
  • Financial Advocates Investment Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.05M in Q1 2024.
  • 813 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.