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

MorganRosel 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
Q3 		– Sell
-277
Closed -$34.2K – 221
2025
Q2 		$34.2K Hold
277
– – 0.01% 201
2025
Q1 		$33.2K Buy
+277
New +$34.7K 0.01% 190

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

MorganRosel Wealth Management's IJJ Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2025, closing a stake of 277 shares — an estimated $34.2K sold.

MorganRosel Wealth Management first reported a position in IJJ in Q1 2025 and held it in 2 quarters. The position peaked at $34.2K in Q2 2025. 814 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 277 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $34.2K.
  • MorganRosel Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $34.2K in Q2 2025.
  • 814 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.