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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KMG Fiduciary Partners's IJJ Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2025, closing a stake of 8,485 shares — an estimated $1.1M sold.

KMG Fiduciary Partners first reported a position in IJJ in Q1 2023 and held it in 11 quarters. The position peaked at $1.1M in Q3 2025. 841 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

KMG Fiduciary Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 8,485 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $1.1M.
KMG Fiduciary Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2023 and held it in 11 quarters.
KMG Fiduciary Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.1M in Q3 2025.
841 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.