Journey Advisory Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Journey Advisory 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 Q1	–	Sell	-2,113	Closed	-$240K	–	280
2024 Q4	$240K	Hold	2,113	–	–	0.03%	210
2024 Q3	$240K	Hold	2,113	–	–	0.03%	210
2024 Q2	$240K	Sell	2,113 -3,613	-63%	-$412K	0.03%	210
2024 Q1	$677K	Sell	5,726 -37,203	-87%	-$4.19M	0.08%	138
2023 Q4	$4.9M	Buy	42,929 +948	+2%	+$97.5K	0.67%	42
2023 Q3	$4.24M	Buy	41,981 +813	+2%	+$86.9K	0.63%	46
2023 Q2	$4.41M	Sell	41,168 -2,300	-5%	-$234K	0.66%	46
2023 Q1	$4.47M	Buy	+43,468	New	+$4.64M	0.7%	41

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

Journey Advisory Group's IJJ Position: Q1 2025 in Review

Journey Advisory Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2025, closing a stake of 2,113 shares — an estimated $240K sold.

Journey Advisory Group first reported a position in IJJ in Q1 2023 and held it in 8 quarters. The position peaked at $4.9M in Q4 2023. 817 funds tracked by Wall St. Rank hold IJJ as of Q1 2025.

Journey Advisory Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2025 after selling out during the quarter.
Journey Advisory Group sold 2,113 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2025, an estimated $240K.
Journey Advisory Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2023 and held it in 8 quarters.
Journey Advisory Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $4.9M in Q4 2023.
817 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2025.

Based on Journey Advisory Group's 13F filing for Q1 2025, filed 13 May 2025.