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

John Overdeck’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
Q2 		– Sell
-12,100
Closed -$1.45M – 3344
2025
Q1 		$1.45M Buy
+12,100
New +$1.52M ﹤0.01% 1953
2024
Q4 		– Sell
-7,300
Closed -$902K – 3331
2024
Q3 		$902K Buy
+7,300
New +$868K ﹤0.01% 2185

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

John Overdeck's IJJ Position: Q2 2025 in Review

John Overdeck sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025, closing a stake of 12,100 shares — an estimated $1.45M sold.

John Overdeck first reported a position in IJJ in Q3 2024 and held it in 2 quarters. The position peaked at $1.45M in Q1 2025. 815 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

  • John Overdeck reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
  • John Overdeck sold 12,100 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $1.45M.
  • John Overdeck first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and held it in 2 quarters.
  • John Overdeck's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.45M in Q1 2025.
  • 815 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on Two Sigma Investments's 13F filing for Q2 2025, filed 14 Aug 2025.