Financial Counselors Inc’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Financial Counselors Inc’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	-32,941	Closed	-$3.94M	–	255
2025 Q1	$3.94M	Buy	32,941 +131	+0.4%	+$16.4K	0.06%	213
2024 Q4	$4.1M	Sell	32,810 -130	-0.4%	-$16.6K	0.06%	212
2024 Q3	$4.07M	Sell	32,940 -125	-0.4%	-$14.9K	0.06%	215
2024 Q2	$3.75M	Buy	33,065 +1,649	+5%	+$188K	0.06%	210
2024 Q1	$3.72M	Buy	31,416 +407	+1%	+$45.8K	0.06%	212
2023 Q4	$3.54M	Buy	31,009 +302	+1%	+$31.1K	0.06%	216
2023 Q3	$3.1M	Buy	30,707 +2,291	+8%	+$245K	0.06%	215
2023 Q2	$3.04M	Sell	28,416 -845	-3%	-$85.8K	0.06%	215
2023 Q1	$3.01M	Sell	29,261 -1,345	-4%	-$144K	0.06%	217
2022 Q4	$3.08M	Buy	30,606 +1,887	+7%	+$188K	0.07%	212
2022 Q3	$2.58M	Buy	28,719 +617	+2%	+$61.4K	0.06%	216
2022 Q2	$2.65M	Buy	28,102 +504	+2%	+$51.4K	0.06%	219
2022 Q1	$3.03M	Sell	27,598 -41	-0.1%	-$4.42K	0.06%	218
2021 Q4	$3.06M	Buy	27,639 +303	+1%	+$33K	0.06%	220
2021 Q3	$2.82M	Sell	27,336 -150	-0.5%	-$15.8K	0.06%	233
2021 Q2	$2.9M	Buy	27,486 +1,397	+5%	+$149K	0.06%	229
2021 Q1	$2.66M	Sell	26,089 -50	-0.2%	-$4.77K	0.06%	233
2020 Q4	$2.26M	Buy	26,139 +1,027	+4%	+$80.6K	0.06%	242
2020 Q3	$1.69M	Sell	25,112 -1,278	-5%	-$88.3K	0.05%	247
2020 Q2	$1.75M	Sell	26,390 -742	-3%	-$46.5K	0.06%	252
2020 Q1	$1.49M	Sell	27,132 -1,022	-4%	-$76.8K	0.07%	215
2019 Q4	$2.4M	Buy	28,154 +3,484	+14%	+$286K	0.09%	206
2019 Q3	$1.97M	Buy	24,670 +17,268	+233%	+$1.36M	0.08%	217
2019 Q2	$590K	Sell	7,402 -296	-4%	-$23.5K	0.02%	319
2019 Q1	$604K	Buy	7,698 +810	+12%	+$62.7K	0.03%	315
2018 Q4	$476K	Sell	6,888 -12	-0.2%	-$917	0.02%	329
2018 Q3	$577K	Buy	6,900 +512	+8%	+$42.8K	0.03%	323
2018 Q2	$518K	Buy	6,388 +2,286	+56%	+$183K	0.02%	328
2018 Q1	$317K	Buy	4,102 +60	+1%	+$4.76K	0.02%	387
2017 Q4	$324K	Sell	4,042 -200	-5%	-$15.6K	0.01%	387
2017 Q3	$324K	Sell	4,242 -6	-0.1%	-$445	0.02%	387
2017 Q2	$316K	Sell	4,248 -850	-17%	-$62.8K	0.02%	394
2017 Q1	$378K	Sell	5,098 -790	-13%	-$58.6K	0.02%	365
2016 Q4	$427K	Buy	+5,888	New	+$407K	0.02%	346
2016 Q2	$330K	Sell	5,158 -532	-9%	-$33.5K	0.02%	358
2016 Q1	$353K	Buy	5,690 +540	+10%	+$30.6K	0.02%	347
2015 Q4	$302K	Sell	5,150 -100	-2%	-$6.05K	0.02%	360
2015 Q3	$303K	Sell	5,250 -112	-2%	-$6.86K	0.02%	362
2015 Q2	$346K	Hold	5,362	–	–	0.02%	353
2015 Q1	$351K	Sell	5,362 -50	-0.9%	-$3.21K	0.02%	362
2014 Q4	$346K	Sell	5,412 -50	-0.9%	-$3.1K	0.02%	347
2014 Q3	$329K	Buy	5,462 +328	+6%	+$20.5K	0.02%	364
2014 Q2	$326K	Sell	5,134 -270	-5%	-$16.4K	0.02%	358
2014 Q1	$325K	Sell	5,404 -152	-3%	-$8.9K	0.02%	355
2013 Q4	$323K	Buy	5,556 +732	+15%	+$41.2K	0.02%	339
2013 Q3	$261K	Buy	4,824 +550	+13%	+$29.3K	0.02%	347
2013 Q2	$216K	Buy	+4,274	New	+$216K	0.02%	362

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

Financial Counselors Inc's IJJ Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025, closing a stake of 32,941 shares — an estimated $3.94M sold.

Financial Counselors Inc first reported a position in IJJ in Q2 2013 and held it in 47 quarters. The position peaked at $4.1M in Q4 2024. 814 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

Financial Counselors Inc reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 32,941 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $3.94M.
Financial Counselors Inc first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and held it in 47 quarters.
Financial Counselors Inc's iShares S&P Mid-Cap 400 Value ETF position peaked at $4.1M in Q4 2024.
814 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.