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Pineridge Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Pineridge Advisors’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 		– Sell
-211
Closed -$26.4K – 586
2024
Q4 		$26.4K Hold
211
– – 0.01% 192
2024
Q3 		$26.1K Buy
211
+1
+0.5% +$119 0.01% 191
2024
Q2 		$23.8K Hold
210
– – 0.01% 196
2024
Q1 		$24.8K Hold
210
– – 0.01% 196
2023
Q4 		$23.9K Buy
+210
New +$21.6K 0.01% 242

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 $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pineridge Advisors's IJJ Position: Q1 2025 in Review

Pineridge Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2025, closing a stake of 211 shares — an estimated $26.4K sold.

Pineridge Advisors first reported a position in IJJ in Q4 2023 and held it in 5 quarters. The position peaked at $26.4K in Q4 2024. 817 funds tracked by Wall St. Rank hold IJJ as of Q1 2025.

  • Pineridge Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Pineridge Advisors sold 211 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2025, an estimated $26.4K.
  • Pineridge Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and held it in 5 quarters.
  • Pineridge Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $26.4K in Q4 2024.
  • 817 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2025.

Based on Pineridge Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.