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New Century Financial Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

New Century Financial Group’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
-1,629
Closed -$204K – 214
2024
Q4 		$204K Sell
1,629
-68
-4% -$8.68K 0.09% 284
2024
Q3 		$210K Buy
+1,697
New +$202K 0.08% 300

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

New Century Financial Group's IJJ Position: Q1 2025 in Review

New Century Financial Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2025, closing a stake of 1,629 shares — an estimated $204K sold.

New Century Financial Group first reported a position in IJJ in Q3 2024 and held it in 2 quarters. The position peaked at $210K in Q3 2024. 817 funds tracked by Wall St. Rank hold IJJ as of Q1 2025.

  • New Century Financial Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2025 after selling out during the quarter.
  • New Century Financial Group sold 1,629 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2025, an estimated $204K.
  • New Century Financial Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and held it in 2 quarters.
  • New Century Financial Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $210K in Q3 2024.
  • 817 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.