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

Lindbrook Capital’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	$97.6K	Buy	815 +64	+9%	+$8.01K	0.01%	687
2024 Q4	$93.8K	Hold	751	–	–	0.01%	577
2024 Q3	$92.8K	Hold	751	–	–	0.01%	583
2024 Q2	$85.2K	Sell	751 -5	-0.7%	-$570	0.01%	595
2024 Q1	$89.4K	Hold	756	–	–	0.01%	565
2023 Q4	$86.2K	Hold	756	–	–	0.01%	568
2023 Q3	$76.3K	Hold	756	–	–	0.01%	542
2023 Q2	$81K	Hold	756	–	–	0.01%	549
2023 Q1	$77.7K	Hold	756	–	–	0.01%	549
2022 Q4	$76.2K	Hold	756	–	–	0.01%	564
2022 Q3	$68K	Hold	756	–	–	0.01%	555
2022 Q2	$71K	Hold	756	–	–	0.01%	540
2022 Q1	$83K	Hold	756	–	–	0.01%	522
2021 Q4	$84K	Buy	756 +556	+278%	+$60.5K	0.01%	540
2021 Q3	$21K	Sell	200 -200	-50%	-$21K	0.01%	726
2021 Q2	$42K	Buy	+400	New	+$42.7K	0.01%	524

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 $424B AUM 22.96% 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

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

Lindbrook Capital's IJJ Position: Q1 2025 in Review

Lindbrook Capital increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 8.5% in Q1 2025, buying an estimated $8.01K and bringing the position to 815 shares worth $97.6K. The position accounts for 0.01% of the portfolio, ranked #687.

Lindbrook Capital first reported a position in IJJ in Q2 2021 and has held it in 16 quarters since. 818 funds tracked by Wall St. Rank hold IJJ as of Q1 2025.

Lindbrook Capital held 815 shares of iShares S&P Mid-Cap 400 Value ETF worth $97.6K as of Q1 2025.
Lindbrook Capital bought 64 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2025, an estimated $8.01K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #687 holding.
Lindbrook Capital first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2021 and has held it in 16 quarters since.
818 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.