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

Money Concepts 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 Q3	–	Sell	-12,615	Closed	-$1.56M	–	480
2025 Q2	$1.56M	Sell	12,615 -2,077	-14%	-$244K	0.1%	180
2025 Q1	$1.76M	Buy	+14,692	New	+$1.84M	0.13%	155
2023 Q1	–	Sell	-1,166	Closed	-$118K	–	1664
2022 Q4	$118K	Buy	+1,166	New	+$116K	0.01%	902
2022 Q3	–	Sell	-399	Closed	-$38K	–	1606
2022 Q2	$38K	Sell	399 -181	-31%	-$18.5K	﹤0.01%	754
2022 Q1	$64K	Buy	+580	New	+$62.6K	﹤0.01%	1147

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 $16.5B AUM 19.94% 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

Money Concepts Capital's IJJ Position: Q3 2025 in Review

Money Concepts Capital sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2025, closing a stake of 12,615 shares — an estimated $1.56M sold.

Money Concepts Capital first reported a position in IJJ in Q1 2022 and held it in 5 quarters. The position peaked at $1.76M in Q1 2025. 812 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

Money Concepts Capital reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2025 after selling out during the quarter.
Money Concepts Capital sold 12,615 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $1.56M.
Money Concepts Capital first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and held it in 5 quarters.
Money Concepts Capital's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.76M in Q1 2025.
812 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Money Concepts Capital's 13F filing for Q3 2025, filed 4 Nov 2025.