GWMR
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GC Wealth Management RIA’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

GC Wealth Management RIA’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
2026
Q1 		$1.72M Hold
12,998
– – 0.07% 171
2025
Q4 		$1.71M Sell
12,998
-1,156
-8% -$150K 0.06% 178
2025
Q3 		$1.84M Sell
14,154
-1,577
-10% -$202K 0.06% 224
2025
Q2 		$1.94M Sell
15,731
-2,181
-12% -$257K 0.16% 138
2025
Q1 		$2.14M Sell
17,912
-256
-1% -$32.1K 0.39% 68
2024
Q4 		$2.27M Sell
18,168
-136
-0.7% -$17.4K 0.4% 59
2024
Q3 		$2.26M Sell
18,304
-20
-0.1% -$2.38K 0.4% 57
2024
Q2 		$2.08M Buy
18,324
+1,457
+9% +$166K 0.41% 54
2024
Q1 		$2M Buy
16,867
+1,434
+9% +$161K 0.4% 51
2023
Q4 		$1.76M Buy
+15,433
New +$1.59M 0.79% 28

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $564B 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 $16.5B AUM 19.94% 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 $8.81B AUM 22.47% 1-Year Est. Return