Kovitz Investment Group Partners
IJJ icon

Kovitz Investment Group Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Kovitz Investment Group 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
-13,922
Closed -$1.81M – 856
2025
Q3 		$1.81M Sell
13,922
-838
-6% -$107K 0.01% 688
2025
Q2 		$1.82M Sell
14,760
-1,467
-9% -$173K 0.01% 650
2025
Q1 		$1.94M Sell
16,227
-373
-2% -$46.7K 0.01% 588
2024
Q4 		$2.07M Buy
16,600
+5,073
+44% +$648K 0.01% 563
2024
Q3 		$207K Buy
11,527
+1,454
+14% +$173K ﹤0.01% 944
2024
Q2 		$1.14M Buy
+10,073
New +$1.15M 0.01% 512
2018
Q4 		– Sell
-4,522
Closed -$378K – 259
2018
Q3 		$378K Hold
4,522
– – 0.02% 121
2018
Q2 		$366K Sell
4,522
-2,140
-32% -$171K 0.02% 122
2018
Q1 		$515K Sell
6,662
-1,000
-13% -$79.3K 0.02% 109
2017
Q4 		$613 Buy
+7,662
New +$598K 0.03% 108

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Bank of America
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UBS Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
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PNC Financial Services Group
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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