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PCFFS
Pacific Center for Financial Services’s
iShares S&P Mid-Cap 400 Value ETF
IJJ
Stock Holding History
Pacific Center for 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
2026
Q1
$19.6K
Sell
148
-72
-33%
-$9.86K
0.01%
272
2025
Q4
$28.5K
Hold
220
–
–
0.01%
239
2025
Q3
$28.5K
Hold
220
–
–
0.01%
239
2025
Q2
$27.2K
Hold
220
–
–
0.01%
231
2025
Q1
$26.3K
Hold
220
–
–
0.01%
232
2024
Q4
$27.5K
Hold
220
–
–
0.01%
230
2024
Q3
$27.2K
Hold
220
–
–
0.01%
231
2024
Q2
$25K
Hold
220
–
–
0.01%
227
2024
Q1
$26K
Hold
220
–
–
0.01%
229
2023
Q4
$25.1K
Hold
220
–
–
0.01%
215
2023
Q3
$22.2K
Hold
220
–
–
0.01%
227
2023
Q2
$23.6K
Hold
220
–
–
0.01%
215
2023
Q1
$22.6K
Buy
+220
New
+$23.5K
0.01%
217
2022
Q3
$20K
Hold
220
–
–
0.01%
223
2022
Q2
$21K
Hold
220
–
–
0.01%
222
2022
Q1
$24K
Hold
220
–
–
0.01%
217
2021
Q4
$24K
Hold
220
–
–
0.01%
221
2021
Q3
$23K
Hold
220
–
–
0.01%
217
2021
Q2
$23K
Hold
220
–
–
0.01%
210
2021
Q1
$22K
Hold
220
–
–
0.01%
203
2020
Q4
$19K
Buy
220
+148
+206%
+$11.6K
0.01%
206
2020
Q3
$5K
Buy
72
+38
+112%
+$2.63K
﹤0.01%
249
2020
Q2
$2K
Buy
+34
New
+$2.13K
﹤0.01%
269
Other funds holding IJJ
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$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B 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
$564B 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
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
CFB
Cullen/Frost Bankers
San Antonio, Texas
$8.81B AUM
22.47%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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