Moloney Securities Asset Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Moloney Securities Asset 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 Q3	$302K	Buy	2,326 +3	+0.1%	+$384	0.04%	362
2025 Q2	$287K	Sell	2,323 -300	-11%	-$35.3K	0.04%	372
2025 Q1	$314K	Buy	2,623 +356	+16%	+$44.6K	0.04%	349
2024 Q4	$283K	Buy	2,267 +57	+3%	+$7.28K	0.04%	354
2024 Q3	$273K	Buy	2,210 +149	+7%	+$17.7K	0.04%	382
2024 Q2	$234K	Buy	+2,061	New	+$235K	0.03%	393
2021 Q4	–	Sell	-19,455	Closed	-$2M	–	459
2021 Q3	$2M	Sell	19,455 -8,776	-31%	-$922K	0.36%	83
2021 Q2	$2.97M	Buy	28,231 +1,400	+5%	+$150K	0.54%	51
2021 Q1	$2.73M	Buy	+26,831	New	+$2.56M	0.54%	56
2019 Q2	–	Sell	-6,436	Closed	-$505K	–	329
2019 Q1	$505K	Buy	6,436 +1,136	+21%	+$88K	0.17%	151
2018 Q4	$367K	Buy	5,300 +306	+6%	+$23.4K	0.15%	181
2018 Q3	$418K	Buy	+4,994	New	+$417K	0.14%	171

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 $374B AUM 17.66% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Moloney Securities Asset Management's IJJ Position: Q3 2025 in Review

Moloney Securities Asset Management increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.13% in Q3 2025, buying an estimated $384 and bringing the position to 2,326 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #362.

Moloney Securities Asset Management first reported a position in IJJ in Q3 2018 and has held it in 12 quarters since. The position peaked at $2.97M in Q2 2021. 812 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

Moloney Securities Asset Management held 2,326 shares of iShares S&P Mid-Cap 400 Value ETF worth $302K as of Q3 2025.
Moloney Securities Asset Management bought 3 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $384.
iShares S&P Mid-Cap 400 Value ETF made up 0.04% of Moloney Securities Asset Management's portfolio in Q3 2025, its #362 holding.
Moloney Securities Asset Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2018 and has held it in 12 quarters since.
Moloney Securities Asset Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.97M in Q2 2021.
812 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.