Orion Portfolio Solutions’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Orion Portfolio Solutions’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	$585K	Buy	4,888 +1,508	+45%	+$189K	0.01%	1347
2024 Q4	$422K	Buy	+3,380	New	+$431K	﹤0.01%	1411
2023 Q2	–	Sell	-4,233	Closed	-$435K	–	1648
2023 Q1	$435K	Sell	4,233 -133	-3%	-$14.2K	0.01%	1187
2022 Q4	$440K	Sell	4,366 -248	-5%	-$24.8K	0.02%	532
2022 Q3	$415K	Sell	4,614 -16	-0.3%	-$1.59K	0.02%	473
2022 Q2	$437K	Buy	4,630 +221	+5%	+$22.5K	0.02%	433
2022 Q1	$483K	Buy	+4,409	New	+$476K	0.02%	435
2020 Q3	–	Sell	-1,266	Closed	-$84K	–	1202
2020 Q2	$84K	Buy	1,266 +50	+4%	+$3.14K	﹤0.01%	582
2020 Q1	$67K	Sell	1,216 -778	-39%	-$58.5K	﹤0.01%	523
2019 Q4	$170K	Buy	+1,994	New	+$164K	0.01%	334

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 $18.1B AUM 24.63% 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

Orion Portfolio Solutions's IJJ Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 45% in Q1 2025, buying an estimated $189K and bringing the position to 4,888 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #1347.

Orion Portfolio Solutions first reported a position in IJJ in Q4 2019 and has held it in 10 quarters since. 817 funds tracked by Wall St. Rank hold IJJ as of Q1 2025.

Orion Portfolio Solutions held 4,888 shares of iShares S&P Mid-Cap 400 Value ETF worth $585K as of Q1 2025.
Orion Portfolio Solutions bought 1,508 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2025, an estimated $189K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1347 holding.
Orion Portfolio Solutions first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 10 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.