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

Ruggaard & Associates’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 Q2	–	Sell	-1,737	Closed	-$208K	–	119
2025 Q1	$208K	Buy	1,737 +1	+0.1%	+$125	0.09%	111
2024 Q4	$217K	Sell	1,736 -209	-11%	-$26.7K	0.1%	105
2024 Q3	$240K	Buy	1,945 +1	+0.1%	+$119	0.1%	106
2024 Q2	$221K	Buy	1,944 +1	+0.1%	+$114	0.1%	109
2024 Q1	$230K	Buy	1,943 +1	+0.1%	+$113	0.11%	110
2023 Q4	$221K	Buy	+1,942	New	+$200K	0.12%	105
2023 Q3	–	Sell	-1,942	Closed	-$208K	–	112
2023 Q2	$208K	Buy	+1,942	New	+$197K	0.12%	102

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

DADC

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Ruggaard & Associates's IJJ Position: Q2 2025 in Review

Ruggaard & Associates sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025, closing a stake of 1,737 shares — an estimated $208K sold.

Ruggaard & Associates first reported a position in IJJ in Q2 2023 and held it in 7 quarters. The position peaked at $240K in Q3 2024. 814 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

Ruggaard & Associates reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
Ruggaard & Associates sold 1,737 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $208K.
Ruggaard & Associates first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2023 and held it in 7 quarters.
Ruggaard & Associates's iShares S&P Mid-Cap 400 Value ETF position peaked at $240K in Q3 2024.
814 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on Ruggaard & Associates's 13F filing for Q2 2025, filed 14 Aug 2025.