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

Fortitude Financial’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
-44,901
Closed -$2.86M – 49
2025
Q3 		$2.86M Sell
44,901
-1,377
-3% -$176K 2.35% 10
2025
Q2 		$2.74M Buy
+46,278
New +$5.44M 2.43% 10

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fortitude Financial's IJJ Position: Q4 2025 in Review

Fortitude Financial sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2025, closing a stake of 44,901 shares — an estimated $2.86M sold.

Fortitude Financial first reported a position in IJJ in Q2 2025 and held it in 2 quarters. The position peaked at $2.86M in Q3 2025. 839 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

  • Fortitude Financial reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Fortitude Financial sold 44,901 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $2.86M.
  • Fortitude Financial first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and held it in 2 quarters.
  • Fortitude Financial's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.86M in Q3 2025.
  • 839 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Fortitude Financial's 13F filing for Q4 2025, filed 27 Jan 2026.