Mattern Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Mattern Wealth Management’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 Q2	–	Sell	-1,953	Closed	-$234K	–	173
2025 Q1	$234K	Hold	1,953	–	–	0.05%	150
2024 Q4	$244K	Hold	1,953	–	–	0.05%	150
2024 Q3	$241K	Sell	1,953 -357	-15%	-$42.4K	0.05%	159
2024 Q2	$262K	Hold	2,310	–	–	0.06%	150
2024 Q1	$273K	Buy	2,310 +27	+1%	+$3.04K	0.07%	145
2023 Q4	$260K	Hold	2,283	–	–	0.07%	148
2023 Q3	$230K	Sell	2,283 -436	-16%	-$46.6K	0.07%	151
2023 Q2	$291K	Sell	2,719 -524	-16%	-$53.2K	0.09%	137
2023 Q1	$333K	Sell	3,243 -824	-20%	-$88.1K	0.11%	133
2022 Q4	$410K	Sell	4,067 -254	-6%	-$25.4K	0.17%	113
2022 Q3	$389K	Hold	4,321	–	–	0.16%	109
2022 Q2	$408K	Sell	4,321 -23,622	-85%	-$2.41M	0.16%	106
2022 Q1	$3.06M	Sell	27,943 -72,064	-72%	-$7.78M	1%	26
2021 Q4	$11.1M	Buy	100,007 +10,675	+12%	+$1.16M	3.25%	6
2021 Q3	$9.21M	Sell	89,332 -701	-0.8%	-$73.7K	3.09%	7
2021 Q2	$9.2M	Sell	90,033 -10,542	-10%	-$1.13M	2.93%	8
2021 Q1	$10.3M	Buy	100,575 +96,325	+2,266%	+$9.2M	3.61%	3
2020 Q4	$367K	Sell	4,250 -370	-8%	-$29K	0.14%	119
2020 Q3	$312K	Sell	4,620 -542	-10%	-$37.4K	0.13%	123
2020 Q2	$343K	Sell	5,162 -5,510	-52%	-$346K	0.17%	107
2020 Q1	$586K	Sell	10,672 -1,258	-11%	-$94.6K	0.42%	74
2019 Q4	$1.02M	Buy	+11,930	New	+$980K	0.61%	65

Other funds holding IJJ

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 22.96% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mattern Wealth Management's IJJ Position: Q2 2025 in Review

Mattern Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025, closing a stake of 1,953 shares — an estimated $234K sold.

Mattern Wealth Management first reported a position in IJJ in Q4 2019 and held it in 22 quarters. The position peaked at $11.1M in Q4 2021. 815 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

Mattern Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
Mattern Wealth Management sold 1,953 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $234K.
Mattern Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and held it in 22 quarters.
Mattern Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $11.1M in Q4 2021.
815 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on Mattern Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.