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

GeoWealth 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 Q3	–	Sell	-373	Closed	-$46.1K	–	984
2025 Q2	$46.1K	Hold	373	–	–	﹤0.01%	953
2025 Q1	$44.6K	Buy	373 +1	+0.3%	+$125	﹤0.01%	906
2024 Q4	$46.5K	Buy	+372	New	+$47.5K	﹤0.01%	1188

Other funds holding IJJ

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

GeoWealth Management's IJJ Position: Q3 2025 in Review

GeoWealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2025, closing a stake of 373 shares — an estimated $46.1K sold.

GeoWealth Management first reported a position in IJJ in Q4 2024 and held it in 3 quarters. The position peaked at $46.5K in Q4 2024. 814 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

GeoWealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 373 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $46.1K.
GeoWealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and held it in 3 quarters.
GeoWealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $46.5K in Q4 2024.
814 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.