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

Running Point Capital 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
Q3 		– Sell
-144
Closed -$17.8K – 193
2025
Q2 		$17.8K Hold
144
– – ﹤0.01% 163
2025
Q1 		$17.2K Buy
+144
New +$18K 0.01% 153

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 $18.1B AUM 24.63% 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

Running Point Capital Advisors's IJJ Position: Q3 2025 in Review

Running Point Capital Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2025, closing a stake of 144 shares — an estimated $17.8K sold.

Running Point Capital Advisors first reported a position in IJJ in Q1 2025 and held it in 2 quarters. The position peaked at $17.8K in Q2 2025. 812 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

  • Running Point Capital Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Running Point Capital Advisors sold 144 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $17.8K.
  • Running Point Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and held it in 2 quarters.
  • Running Point Capital Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $17.8K in Q2 2025.
  • 812 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Running Point Capital Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.