Per Stirling Capital Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Per Stirling Capital Management’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 Q2	–	Sell	-32,359	Closed	-$3.87M	–	283
2025 Q1	$3.87M	Sell	32,359 -966	-3%	-$121K	0.56%	53
2024 Q4	$4.16M	Buy	33,325 +494	+2%	+$63.1K	0.59%	50
2024 Q3	$4.06M	Buy	32,831 +1,307	+4%	+$155K	0.56%	51
2024 Q2	$3.58M	Buy	+31,524	New	+$3.6M	0.58%	44
2024 Q1	–	Sell	-27,322	Closed	-$3.12M	–	227
2023 Q4	$3.12M	Buy	+27,322	New	+$2.81M	0.57%	41
2023 Q1	–	Sell	-2,299	Closed	-$232K	–	194
2022 Q4	$232K	Buy	+2,299	New	+$230K	0.04%	187

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Per Stirling Capital Management's IJJ Position: Q2 2025 in Review

Per Stirling Capital Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025, closing a stake of 32,359 shares — an estimated $3.87M sold.

Per Stirling Capital Management first reported a position in IJJ in Q4 2022 and held it in 6 quarters. The position peaked at $4.16M in Q4 2024. 814 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

Per Stirling Capital Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
Per Stirling Capital Management sold 32,359 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $3.87M.
Per Stirling Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and held it in 6 quarters.
Per Stirling Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $4.16M in Q4 2024.
814 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on Per Stirling Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.