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

Modern 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
-14,482
Closed -$1.73M – 789
2025
Q1 		$1.73M Buy
+14,482
New +$1.81M 0.06% 227

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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 $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Modern Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025, closing a stake of 14,482 shares — an estimated $1.73M sold.

Modern Wealth Management first reported a position in IJJ in Q1 2025 and held it in 1 quarter. The position peaked at $1.73M in Q1 2025. 814 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

  • Modern Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Modern Wealth Management sold 14,482 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $1.73M.
  • Modern Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and held it in 1 quarter.
  • Modern Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.73M in Q1 2025.
  • 814 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on Modern Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.