Mount Yale Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Mount Yale Investment Advisors’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	-494	Closed	-$61K	–	1109
2025 Q2	$61K	Buy	+494	New	+$58.1K	﹤0.01%	760
2022 Q1	–	Sell	-3,722	Closed	-$412K	–	480
2021 Q4	$412K	Hold	3,722	–	–	0.04%	319
2021 Q3	$384K	Buy	+3,722	New	+$391K	0.04%	319

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

Mount Yale Investment Advisors's IJJ Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2025, closing a stake of 494 shares — an estimated $61K sold.

Mount Yale Investment Advisors first reported a position in IJJ in Q3 2021 and held it in 3 quarters. The position peaked at $412K in Q4 2021. 812 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

Mount Yale Investment Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 494 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $61K.
Mount Yale Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2021 and held it in 3 quarters.
Mount Yale Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $412K in Q4 2021.
812 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.