KFP
IJJ icon

KMG Fiduciary Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-8,485
Closed -$1.1M – 278
2025
Q3 		$1.1M Hold
8,485
– – 0.07% 178
2025
Q2 		$1.05M Hold
8,485
– – 0.08% 177
2025
Q1 		$1.02M Buy
8,485
+24
+0.3% +$3K 0.08% 180
2024
Q4 		$1.06M Buy
8,461
+146
+2% +$18.6K 0.09% 172
2024
Q3 		$1.03M Hold
8,315
– – 0.09% 169
2024
Q2 		$943K Hold
8,315
– – 0.09% 146
2024
Q1 		$984K Hold
8,315
– – 0.1% 143
2023
Q4 		$948K Hold
8,315
– – 0.11% 141
2023
Q3 		$839K Hold
8,315
– – 0.11% 143
2023
Q2 		$891K Hold
8,315
– – 0.12% 143
2023
Q1 		$855K Buy
+8,315
New +$889K 0.12% 150

Other funds holding IJJ

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
PNC Financial Services Group
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