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

Mutual 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
Q1 		– Sell
-16,664
Closed -$2.14M – 1129
2024
Q4 		$2.14M Buy
16,664
+14,190
+574% +$1.81M 0.06% 267
2024
Q3 		$308K Sell
2,474
-23,094
-90% -$2.75M 0.01% 885
2024
Q2 		$3.09M Buy
25,568
+389
+2% +$44.4K 0.09% 199
2024
Q1 		$2.98M Buy
25,179
+23,159
+1,146% +$2.61M 0.1% 201
2023
Q4 		$230K Sell
2,020
-212
-9% -$21.8K 0.01% 915
2023
Q3 		$225K Sell
2,232
-28,667
-93% -$3.06M 0.01% 878
2023
Q2 		$3.31M Buy
30,899
+28,814
+1,382% +$2.93M 0.13% 167
2023
Q1 		$214K Buy
+2,085
New +$223K 0.01% 904
2022
Q3 		– Sell
-18,467
Closed -$1.74M – 908
2022
Q2 		$1.74M Buy
+18,467
New +$1.88M 0.12% 200
2022
Q1 		– Sell
-74,829
Closed -$8.28M – 903
2021
Q4 		$8.28M Buy
74,829
+22,076
+42% +$2.4M 0.44% 41
2021
Q3 		$5.44M Sell
52,753
-17,456
-25% -$1.83M 0.32% 63
2021
Q2 		$7.4M Buy
70,209
+5,288
+8% +$565K 0.44% 43
2021
Q1 		$6.62M Buy
+64,921
New +$6.2M 0.45% 45
2018
Q4 		– Sell
-11,514
Closed -$963K – 459
2018
Q3 		$963K Sell
11,514
-150
-1% -$12.5K 0.15% 174
2018
Q2 		$945K Buy
11,664
+830
+8% +$66.4K 0.22% 149
2018
Q1 		$837K Buy
10,834
+1,988
+22% +$158K 0.21% 154
2017
Q4 		$708K Buy
+8,846
New +$690K 0.27% 112

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 $16.5B AUM 19.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mutual Advisors's IJJ Position: Q1 2025 in Review

Mutual Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2025, closing a stake of 16,664 shares — an estimated $2.14M sold.

Mutual Advisors first reported a position in IJJ in Q4 2017 and held it in 17 quarters. The position peaked at $8.28M in Q4 2021. 817 funds tracked by Wall St. Rank hold IJJ as of Q1 2025.

  • Mutual Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Mutual Advisors sold 16,664 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2025, an estimated $2.14M.
  • Mutual Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and held it in 17 quarters.
  • Mutual Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $8.28M in Q4 2021.
  • 817 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2025.

Based on Mutual Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.