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Patriot Financial Group Insurance Agency’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-39,180
Closed -$4.84M – 535
2025
Q2 		$4.84M Buy
39,180
+1,087
+3% +$128K 0.56% 43
2025
Q1 		$4.56M Sell
38,093
-5,863
-13% -$734K 0.61% 33
2024
Q4 		$5.49M Buy
43,956
+1,528
+4% +$195K 0.74% 26
2024
Q3 		$5.24M Buy
42,428
+1,055
+3% +$125K 0.7% 26
2024
Q2 		$4.69M Buy
41,373
+1,666
+4% +$190K 0.69% 25
2024
Q1 		$4.7M Buy
39,707
+12,499
+46% +$1.41M 0.75% 22
2023
Q4 		$3.1M Buy
27,208
+970
+4% +$99.7K 0.59% 35
2023
Q3 		$2.65M Sell
26,238
-3,447
-12% -$368K 0.55% 39
2023
Q2 		$3.18M Sell
29,685
-55
-0.2% -$5.59K 0.6% 30
2023
Q1 		$3.06M Sell
29,740
-427
-1% -$45.6K 0.62% 29
2022
Q4 		$3.04M Sell
30,167
-183
-0.6% -$18.3K 0.41% 26
2022
Q3 		$2.73M Buy
30,350
+749
+3% +$74.6K 0.67% 28
2022
Q2 		$2.79M Buy
29,601
+2,556
+9% +$261K 0.57% 33
2022
Q1 		$2.96M Buy
27,045
+16,249
+151% +$1.75M 0.53% 33
2021
Q4 		$1.2M Buy
10,796
+2,185
+25% +$238K 0.2% 119
2021
Q3 		$887K Buy
8,611
+2,990
+53% +$314K 0.16% 140
2021
Q2 		$592K Buy
+5,621
New +$600K 0.11% 199
2019
Q3 		– Sell
-138
Closed -$11K – 1379
2019
Q2 		$11K Buy
+138
New +$10.9K ﹤0.01% 780
2018
Q2 		– Sell
-150
Closed -$11K – 741
2018
Q1 		$11K Hold
150
– – 0.01% 584
2017
Q4 		$12K Hold
150
– – 0.01% 555
2017
Q3 		$11K Buy
150
+2
+1% +$148 0.01% 532
2017
Q2 		$11K Buy
+148
New +$10.9K 0.01% 511

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IJJ Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2025, closing a stake of 39,180 shares — an estimated $4.84M sold.

Patriot Financial Group Insurance Agency first reported a position in IJJ in Q2 2017 and held it in 22 quarters. The position peaked at $5.49M in Q4 2024. 813 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 39,180 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $4.84M.
  • Patriot Financial Group Insurance Agency first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2017 and held it in 22 quarters.
  • Patriot Financial Group Insurance Agency's iShares S&P Mid-Cap 400 Value ETF position peaked at $5.49M in Q4 2024.
  • 813 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.