MBFW
IJJ icon

Morton Brown Family Wealth’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Morton Brown Family Wealth’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
-56
Closed -$6.71K – 328
2025
Q1 		$6.71K Hold
56
– – ﹤0.01% 217
2024
Q4 		$7K Hold
56
– – ﹤0.01% 192
2024
Q3 		$6.92K Buy
+56
New +$6.66K ﹤0.01% 186

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

Morton Brown Family Wealth's IJJ Position: Q2 2025 in Review

Morton Brown Family Wealth sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025, closing a stake of 56 shares — an estimated $6.71K sold.

Morton Brown Family Wealth first reported a position in IJJ in Q3 2024 and held it in 3 quarters. The position peaked at $7K in Q4 2024. 815 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

  • Morton Brown Family Wealth reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 56 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $6.71K.
  • Morton Brown Family Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and held it in 3 quarters.
  • Morton Brown Family Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $7K in Q4 2024.
  • 815 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on Morton Brown Family Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.