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

Rise 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 Q4	–	Sell	-19	Closed	-$2.46K	–	727
2025 Q3	$2.46K	Hold	19	–	–	﹤0.01%	1176
2025 Q2	$2.35K	Hold	19	–	–	﹤0.01%	1187
2025 Q1	$2.27K	Hold	19	–	–	﹤0.01%	1176
2024 Q4	$2.37K	Hold	19	–	–	﹤0.01%	1069
2024 Q3	$2.35K	Hold	19	–	–	﹤0.01%	1122
2024 Q2	$2.16K	Hold	19	–	–	﹤0.01%	1120
2024 Q1	$2.25K	Hold	19	–	–	﹤0.01%	1133
2023 Q4	$2.17K	Hold	19	–	–	﹤0.01%	458
2023 Q3	$1.92K	Sell	19 -66	-78%	-$7.05K	﹤0.01%	473
2023 Q2	$9.06K	Buy	85 +1	+1%	+$102	0.01%	352
2023 Q1	$8.67K	Hold	84	–	–	0.01%	383
2022 Q4	$8.47K	Hold	84	–	–	0.01%	373
2022 Q3	$8K	Buy	84 +1	+1%	+$100	0.01%	371
2022 Q2	$8K	Buy	83 +64	+337%	+$6.53K	0.01%	372
2022 Q1	$2K	Hold	19	–	–	﹤0.01%	534
2021 Q4	$2.1K	Buy	+19	New	+$2.07K	﹤0.01%	524

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 22.9% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rise Advisors's IJJ Position: Q4 2025 in Review

Rise Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2025, closing a stake of 19 shares — an estimated $2.46K sold.

Rise Advisors first reported a position in IJJ in Q4 2021 and held it in 16 quarters. The position peaked at $9.06K in Q2 2023. 841 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

Rise Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 19 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $2.46K.
Rise Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 16 quarters.
Rise Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $9.06K in Q2 2023.
841 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.