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

Objective 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 Q1	–	Sell	-7,299	Closed	-$912K	–	106
2024 Q4	$912K	Sell	7,299 -572	-7%	-$73K	0.61%	45
2024 Q3	$973K	Buy	+7,871	New	+$936K	0.57%	45
2024 Q1	$633K	Buy	5,353 +798	+18%	+$89.8K	0.43%	52
2023 Q4	$519K	Buy	4,555 +2,474	+119%	+$254K	0.4%	57
2023 Q3	$210K	Buy	+2,081	New	+$222K	0.19%	96
2022 Q2	–	Sell	-2,809	Closed	-$308K	–	103
2022 Q1	$308K	Buy	2,809 +293	+12%	+$31.6K	0.24%	88
2021 Q4	$278K	Buy	+2,516	New	+$274K	0.2%	95

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Objective Capital Management's IJJ Position: Q1 2025 in Review

Objective Capital Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2025, closing a stake of 7,299 shares — an estimated $912K sold.

Objective Capital Management first reported a position in IJJ in Q4 2021 and held it in 7 quarters. The position peaked at $973K in Q3 2024. 817 funds tracked by Wall St. Rank hold IJJ as of Q1 2025.

Objective Capital Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2025 after selling out during the quarter.
Objective Capital Management sold 7,299 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2025, an estimated $912K.
Objective Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 7 quarters.
Objective Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $973K 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 Objective Capital Management's 13F filing for Q1 2025, filed 7 May 2025.