NCM
IJJ icon

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

Northwest Capital 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
Q4 		– Sell
-104
Closed -$13.5K – 154
2025
Q3 		$13.5K Hold
104
– – 0.01% 184
2025
Q2 		$12.9K Sell
104
-50
-32% -$5.88K 0.01% 253
2025
Q1 		$18.4K Hold
154
– – 0.01% 256
2024
Q4 		$19.2K Hold
154
– – 0.01% 253
2024
Q3 		$19K Hold
154
– – 0.01% 262
2024
Q2 		$17.5K Hold
154
– – 0.01% 261
2024
Q1 		$18.2K Hold
154
– – 0.01% 317
2023
Q4 		$17.6K Hold
154
– – 0.01% 311
2023
Q3 		$15.5K Hold
154
– – 0.01% 309
2023
Q2 		$16.5K Buy
+154
New +$15.6K 0.01% 314

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return