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

Hemington 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
Q3 		– Sell
-47
Closed -$5K – 1629
2025
Q2 		$5K Hold
47
– – ﹤0.01% 1085
2025
Q1 		$5K Hold
47
– – ﹤0.01% 1048
2024
Q4 		$5K Hold
47
– – ﹤0.01% 1014
2024
Q3 		$5K Buy
+47
New +$5.59K ﹤0.01% 941

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Raymond James Financial
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

Hemington Wealth Management's IJJ Position: Q3 2025 in Review

Hemington Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2025, closing a stake of 47 shares — an estimated $5K sold.

Hemington Wealth Management first reported a position in IJJ in Q3 2024 and held it in 4 quarters. The position peaked at $5K in Q2 2025. 813 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

  • Hemington Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Hemington Wealth Management sold 47 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $5K.
  • Hemington Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and held it in 4 quarters.
  • Hemington Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $5K in Q2 2025.
  • 813 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.