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

Ramiah Investment 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
2026
Q1 		$1.01M Sell
7,645
-16,556
-68% -$2.27M 6.77% 1
2025
Q4 		$3.18M Sell
24,201
-2,597
-10% -$338K 2.76% 11
2025
Q3 		$3.48M Buy
26,798
+18,127
+209% +$2.32M 3.08% 13
2025
Q2 		$1.07M Buy
+8,671
New +$1.02M 1.15% 17
2021
Q4 		– Sell
-83,664
Closed -$8.62M – 80
2021
Q3 		$8.62M Sell
83,664
-31,750
-28% -$3.34M 6.18% 6
2021
Q2 		$12.2M Sell
115,414
-2,928
-2% -$313K 8.7% 5
2021
Q1 		$12.1M Buy
+118,342
New +$11.3M 9.07% 5

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $564B 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return