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GWSG
GPS Wealth Strategies Group’s
iShares S&P Mid-Cap 400 Value ETF
IJJ
Stock Holding History
GPS Wealth Strategies Group’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
$395
Sell
3
-646
-100%
-$84.1K
﹤0.01%
567
2025
Q3
$84.2K
Buy
649
+4
+0.6%
+$512
0.01%
539
2025
Q2
$79.7K
Sell
645
-100
-13%
-$11.8K
0.01%
522
2025
Q1
$89.3K
Buy
745
+1
+0.1%
+$125
0.01%
483
2024
Q4
$93K
Buy
744
+1
+0.1%
+$128
0.01%
453
2024
Q3
$91.8K
Buy
743
+80
+12%
+$9.51K
0.01%
455
2024
Q2
$75.2K
Buy
663
+445
+204%
+$50.8K
0.01%
448
2024
Q1
$25.8K
Sell
218
-13
-6%
-$1.46K
﹤0.01%
661
2023
Q4
$26.3K
Hold
231
–
–
﹤0.01%
626
2023
Q3
$23.3K
Hold
231
–
–
﹤0.01%
661
2023
Q2
$24.7K
Buy
231
+63
+38%
+$6.4K
﹤0.01%
655
2023
Q1
$17.3K
Buy
+168
New
+$18K
﹤0.01%
719
2022
Q4
–
Sell
-168
Closed
-$15K
–
581
2022
Q3
$15K
Hold
168
–
–
﹤0.01%
683
2022
Q2
$16K
Hold
168
–
–
﹤0.01%
669
2022
Q1
$18K
Hold
168
–
–
﹤0.01%
610
2021
Q4
$19K
Hold
168
–
–
﹤0.01%
601
2021
Q3
$17K
Hold
168
–
–
﹤0.01%
603
2021
Q2
$18K
Hold
168
–
–
﹤0.01%
611
2021
Q1
$17K
Buy
+168
New
+$16K
0.01%
583
Other funds holding IJJ
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$1.66T AUM
25.57%
1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
AF
Align Financial
Hermantown, Minnesota
$176M AUM
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
CFB
Cullen/Frost Bankers
San Antonio, Texas
$8.81B AUM
22.47%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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