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Oldfather Financial Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Oldfather Financial Services’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 		$8.31M Buy
63,185
+4,929
+8% +$642K 2.48% 11
2025
Q3 		$7.56M Buy
58,256
+1,690
+3% +$216K 2.35% 12
2025
Q2 		$6.99M Buy
56,566
+2,480
+5% +$292K 2.4% 12
2025
Q1 		$6.48M Buy
54,086
+808
+2% +$101K 2.46% 13
2024
Q4 		$6.66M Buy
53,278
+530
+1% +$67.7K 2.54% 11
2024
Q3 		$6.52M Sell
52,748
-236
-0.4% -$28.1K 2.51% 11
2024
Q2 		$6.01M Buy
52,984
+1,358
+3% +$155K 2.47% 12
2024
Q1 		$6.11M Buy
51,626
+904
+2% +$102K 2.51% 12
2023
Q4 		$5.78M Buy
50,722
+1,356
+3% +$139K 2.58% 11
2023
Q3 		$4.98M Buy
49,366
+1,839
+4% +$197K 2.53% 11
2023
Q2 		$5.09M Buy
47,527
+2,737
+6% +$278K 2.49% 11
2023
Q1 		$4.6M Buy
44,790
+3,867
+9% +$413K 2.38% 11
2022
Q4 		$4.13M Buy
40,923
+3,361
+9% +$336K 2.35% 12
2022
Q3 		$3.38M Buy
37,562
+466
+1% +$46.4K 2.12% 12
2022
Q2 		$3.73M Buy
37,096
+1,251
+3% +$128K 2.13% 12
2022
Q1 		$3.76M Buy
35,845
+1,721
+5% +$186K 2.04% 12
2021
Q4 		$3.74M Buy
34,124
+3,086
+10% +$336K 1.96% 12
2021
Q3 		$3.51M Buy
31,038
+50
+0.2% +$5.25K 1.8% 14
2021
Q2 		$3.3M Sell
30,988
-154
-0.5% -$16.4K 1.8% 14
2021
Q1 		$3.22M Sell
31,142
-3,976
-11% -$380K 1.86% 13
2020
Q4 		$3.25M Buy
35,118
+1,288
+4% +$101K 1.93% 13
2020
Q3 		$2.44M Buy
33,830
+1,064
+3% +$73.5K 1.74% 14
2020
Q2 		$2.26M Sell
32,766
-366
-1% -$23K 1.76% 14
2020
Q1 		$1.97M Buy
33,132
+9,250
+39% +$695K 1.87% 13
2019
Q4 		$1.99M Buy
+23,882
New +$1.96M 1.85% 13

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 $530B 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 $666B 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

Oldfather Financial Services's IJJ Position: Q4 2025 in Review

Oldfather Financial Services increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 8.5% in Q4 2025, buying an estimated $642K and bringing the position to 63,185 shares worth $8.31M. The position accounts for 2.48% of the portfolio, ranked #11.

Oldfather Financial Services first reported a position in IJJ in Q4 2019 and has held it in 25 quarters since. 838 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

  • Oldfather Financial Services held 63,185 shares of iShares S&P Mid-Cap 400 Value ETF worth $8.31M as of Q4 2025.
  • Oldfather Financial Services bought 4,929 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $642K.
  • iShares S&P Mid-Cap 400 Value ETF made up 2.48% of Oldfather Financial Services's portfolio in Q4 2025, its #11 holding.
  • Oldfather Financial Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 25 quarters since.
  • 838 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.