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

ORG Partners’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	-48	Closed	-$6.23K	–	1744
2025 Q3	$6.23K	Hold	48	–	–	﹤0.01%	1078
2025 Q2	$5.93K	Sell	48 -193	-80%	-$22.7K	﹤0.01%	1011
2025 Q1	$28.9K	Buy	+241	New	+$30.2K	0.01%	605
2024 Q1	–	Sell	-12	Closed	-$1.39K	–	777
2023 Q4	$1.39K	Buy	+12	New	+$1.23K	﹤0.01%	978
2023 Q3	–	Sell	-797	Closed	-$85.7K	–	1482
2023 Q2	$85.7K	Buy	+797	New	+$81K	0.01%	561

Other funds holding IJJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Align Financial Hermantown, Minnesota $176M AUM

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

ORG Partners's IJJ Position: Q4 2025 in Review

ORG Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2025, closing a stake of 48 shares — an estimated $6.23K sold.

ORG Partners first reported a position in IJJ in Q2 2023 and held it in 5 quarters. The position peaked at $85.7K in Q2 2023. 838 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

ORG Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
ORG Partners sold 48 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $6.23K.
ORG Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2023 and held it in 5 quarters.
ORG Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $85.7K in Q2 2023.
838 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.