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

HHM Wealth Advisors’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 Q1	–	Sell	-27	Closed	-$3.37K	–	983
2024 Q4	$3.37K	Hold	27	–	–	﹤0.01%	708
2024 Q3	$3.34K	Hold	27	–	–	﹤0.01%	688
2024 Q2	$3.06K	Hold	27	–	–	﹤0.01%	678
2024 Q1	$3.19K	Hold	27	–	–	﹤0.01%	660
2023 Q4	$3.08K	Sell	27 -26	-49%	-$2.67K	﹤0.01%	664
2023 Q3	$5.35K	Hold	53	–	–	﹤0.01%	627
2023 Q2	$5.68K	Hold	53	–	–	﹤0.01%	646
2023 Q1	$5.45K	Hold	53	–	–	﹤0.01%	635
2022 Q4	$5.34K	Hold	53	–	–	﹤0.01%	528
2022 Q3	$5K	Hold	53	–	–	﹤0.01%	531
2022 Q2	$5K	Hold	53	–	–	﹤0.01%	641
2022 Q1	$6K	Hold	53	–	–	﹤0.01%	594
2021 Q4	$6K	Hold	53	–	–	﹤0.01%	565
2021 Q3	$5K	Buy	+53	New	+$5.57K	﹤0.01%	546

Other funds holding IJJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HHM Wealth Advisors's IJJ Position: Q1 2025 in Review

HHM Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2025, closing a stake of 27 shares — an estimated $3.37K sold.

HHM Wealth Advisors first reported a position in IJJ in Q3 2021 and held it in 14 quarters. The position peaked at $6K in Q1 2022. 817 funds tracked by Wall St. Rank hold IJJ as of Q1 2025.

HHM Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2025 after selling out during the quarter.
HHM Wealth Advisors sold 27 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2025, an estimated $3.37K.
HHM Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2021 and held it in 14 quarters.
HHM Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $6K in Q1 2022.
817 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.