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

Prostatis Group’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
2023 Q3	–	Sell	-13,117	Closed	-$86.3K	–	162
2023 Q2	$86.3K	Buy	+13,117	New	+$1.33M	0.04%	144
2020 Q1	–	Sell	-3,606	Closed	-$308K	–	66
2019 Q4	$308K	Buy	+3,606	New	+$296K	0.28%	63

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prostatis Group's IJJ Position: Q3 2023 in Review

Prostatis Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2023, closing a stake of 13,117 shares — an estimated $86.3K sold.

Prostatis Group first reported a position in IJJ in Q4 2019 and held it in 2 quarters. The position peaked at $308K in Q4 2019. 665 funds tracked by Wall St. Rank hold IJJ as of Q3 2023.

Prostatis Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2023 after selling out during the quarter.
Prostatis Group sold 13,117 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2023, an estimated $86.3K.
Prostatis Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and held it in 2 quarters.
Prostatis Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $308K in Q4 2019.
665 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2023.

Based on Prostatis Group's 13F filing for Q3 2023, filed 21 Mar 2025.