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

Future Financial Wealth 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 Q4	–	Sell	-581	Closed	-$75.4K	–	260
2025 Q3	$75.4K	Hold	581	–	–	0.05%	206
2025 Q2	$71.8K	Hold	581	–	–	0.05%	204
2025 Q1	$69.6K	Hold	581	–	–	0.05%	197
2024 Q4	$72.6K	Hold	581	–	–	0.05%	199
2024 Q3	$71.8K	Buy	+581	New	+$69.1K	0.05%	212
2024 Q2	–	Sell	-581	Closed	-$68.7K	–	269
2024 Q1	$68.7K	Buy	+581	New	+$65.4K	0.05%	223
2022 Q2	–	Sell	-494	Closed	-$54K	–	282
2022 Q1	$54K	Hold	494	–	–	0.04%	256
2021 Q4	$55K	Buy	+494	New	+$53.8K	0.04%	259

Other funds holding IJJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Future Financial Wealth Management's IJJ Position: Q4 2025 in Review

Future Financial Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2025, closing a stake of 581 shares — an estimated $75.4K sold.

Future Financial Wealth Management first reported a position in IJJ in Q4 2021 and held it in 8 quarters. The position peaked at $75.4K in Q3 2025. 841 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

Future Financial Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 581 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $75.4K.
Future Financial Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $75.4K in Q3 2025.
841 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.