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

Perritt 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 Q4	–	Sell	-106	Closed	-$13.7K	–	174
2025 Q3	$13.7K	Buy	106 +1	+1%	+$128	0.01%	234
2025 Q2	$13K	Buy	105 +1	+1%	+$118	0.01%	251
2025 Q1	$12.5K	Hold	104	–	–	0.01%	255
2024 Q4	$13K	Hold	104	–	–	0.01%	251
2024 Q3	$12.8K	Sell	104 -98	-49%	-$11.7K	0.01%	256
2024 Q2	$23K	Buy	202 +1	+0.5%	+$114	0.01%	250
2024 Q1	$23.8K	Buy	201 +1	+0.5%	+$113	0.01%	251
2023 Q4	$22.9K	Hold	200	–	–	0.01%	248
2023 Q3	$20.2K	Hold	200	–	–	0.01%	247
2023 Q2	$21.4K	Hold	200	–	–	0.01%	251
2023 Q1	$20.6K	Sell	200 -159	-44%	-$17K	0.01%	248
2022 Q4	$36.2K	Buy	+359	New	+$35.8K	0.02%	239

Other funds holding IJJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Perritt Capital Management's IJJ Position: Q4 2025 in Review

Perritt Capital Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2025, closing a stake of 106 shares — an estimated $13.7K sold.

Perritt Capital Management first reported a position in IJJ in Q4 2022 and held it in 12 quarters. The position peaked at $36.2K in Q4 2022. 839 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

Perritt Capital Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
Perritt Capital Management sold 106 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $13.7K.
Perritt Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and held it in 12 quarters.
Perritt Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $36.2K in Q4 2022.
839 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Perritt Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.