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FineMark National Bank & Trust’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

FineMark National Bank & Trust’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
-2,087
Closed -$250K – 465
2025
Q1 		$250K Buy
2,087
+469
+29% +$58.7K 0.01% 379
2024
Q4 		$202K Hold
1,618
– – 0.01% 414
2024
Q3 		$200K Buy
+1,618
New +$192K 0.01% 413
2017
Q4 		– Sell
-3,972
Closed -$303K – 376
2017
Q3 		$303K Sell
3,972
-100
-2% -$7.42K 0.02% 295
2017
Q2 		$302K Buy
4,072
+28
+0.7% +$2.07K 0.02% 285
2017
Q1 		$300K Sell
4,044
-62
-2% -$4.6K 0.02% 286
2016
Q4 		$298K Buy
4,106
+146
+4% +$10.1K 0.02% 280
2016
Q3 		$263K Hold
3,960
– – 0.03% 290
2016
Q2 		$254K Hold
3,960
– – 0.03% 281
2016
Q1 		$246K Buy
3,960
+500
+14% +$28.3K 0.03% 283
2015
Q4 		$203K Hold
3,460
– – 0.02% 314
2015
Q3 		$200K Hold
3,460
– – 0.03% 331
2015
Q2 		$223K Hold
3,460
– – 0.03% 321
2015
Q1 		$227K Hold
3,460
– – 0.03% 325
2014
Q4 		$221K Buy
3,460
+354
+11% +$21.9K 0.03% 332
2014
Q3 		$187K Hold
3,106
– – 0.03% 352
2014
Q2 		$197K Hold
3,106
– – 0.03% 330
2014
Q1 		$187K Sell
3,106
-15,802
-84% -$926K 0.04% 327
2013
Q4 		$1.1M Buy
18,908
+15,802
+509% +$889K 0.23% 119
2013
Q3 		$168K Buy
3,106
+636
+26% +$33.9K 0.04% 330
2013
Q2 		$126K Buy
+2,470
New +$125K 0.04% 351

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 $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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FineMark National Bank & Trust's IJJ Position: Q2 2025 in Review

FineMark National Bank & Trust sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025, closing a stake of 2,087 shares — an estimated $250K sold.

FineMark National Bank & Trust first reported a position in IJJ in Q2 2013 and held it in 21 quarters. The position peaked at $1.1M in Q4 2013. 815 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

  • FineMark National Bank & Trust reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
  • FineMark National Bank & Trust sold 2,087 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $250K.
  • FineMark National Bank & Trust first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and held it in 21 quarters.
  • FineMark National Bank & Trust's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.1M in Q4 2013.
  • 815 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on FineMark National Bank & Trust's 13F filing for Q2 2025, filed 11 Aug 2025.