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

PSI 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
-202
Closed -$25.2K – 841
2024
Q4 		$25.2K Buy
202
+1
+0.5% +$128 0.01% 378
2024
Q3 		$24.8K Hold
201
– – 0.01% 387
2024
Q2 		$22.7K Buy
201
+1
+0.5% +$114 0.01% 380
2024
Q1 		$23.6K Hold
200
– – 0.01% 364
2023
Q4 		$22.7K Buy
200
+2
+1% +$206 0.01% 390
2023
Q3 		$19.9K Hold
198
– – 0.01% 389
2023
Q2 		$21.2K Sell
198
-61
-24% -$6.2K 0.01% 383
2023
Q1 		$26.6K Buy
259
+98
+61% +$10.5K 0.01% 294
2022
Q4 		$16.2K Sell
161
-1,053
-87% -$105K 0.01% 361
2022
Q3 		$109K Sell
1,214
-1,620
-57% -$161K 0.06% 151
2022
Q2 		$268K Sell
2,834
-60
-2% -$6.12K 0.13% 108
2022
Q1 		$317K Hold
2,894
– – 0.13% 113
2021
Q4 		$320K Hold
2,894
– – 0.13% 115
2021
Q3 		$298K Sell
2,894
-80
-3% -$8.41K 0.14% 115
2021
Q2 		$313K Hold
2,974
– – 0.17% 109
2021
Q1 		$303K Hold
2,974
– – 0.18% 104
2020
Q4 		$256K Sell
2,974
-280
-9% -$22K 0.18% 106
2020
Q3 		$219K Sell
3,254
-1,502
-32% -$104K 0.17% 110
2020
Q2 		$316K Sell
4,756
-300
-6% -$18.8K 0.25% 81
2020
Q1 		$277K Sell
5,056
-838
-14% -$63K 0.25% 79
2019
Q4 		$503K Buy
+5,894
New +$484K 0.32% 65

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

PSI Advisors's IJJ Position: Q1 2025 in Review

PSI Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2025, closing a stake of 202 shares — an estimated $25.2K sold.

PSI Advisors first reported a position in IJJ in Q4 2019 and held it in 21 quarters. The position peaked at $503K in Q4 2019. 817 funds tracked by Wall St. Rank hold IJJ as of Q1 2025.

  • PSI Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 202 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2025, an estimated $25.2K.
  • PSI Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and held it in 21 quarters.
  • PSI Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $503K in Q4 2019.
  • 817 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.