SageView Advisory Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

SageView Advisory 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
2025 Q4	$605K	Sell	4,599 -314	-6%	-$40.9K	0.02%	329
2025 Q3	$637K	Hold	4,913	–	–	0.02%	336
2025 Q2	$626K	Hold	4,913	–	–	0.02%	327
2025 Q1	$588K	Sell	4,913 -2	-0%	-$250	0.03%	313
2024 Q4	$614K	Buy	+4,915	New	+$627K	0.03%	307
2024 Q2	–	Sell	-2,786	Closed	-$586K	–	619
2024 Q1	$586K	Buy	2,786 +386	+16%	+$43.5K	0.03%	293
2023 Q4	$271K	Buy	+2,400	New	+$247K	0.01%	542

Other funds holding IJJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Align Financial Hermantown, Minnesota $202M AUM

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

SageView Advisory Group's IJJ Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 6.4% in Q4 2025, selling an estimated $40.9K and leaving 4,599 shares worth $605K. The position accounts for 0.02% of the portfolio, ranked #329.

SageView Advisory Group first reported a position in IJJ in Q4 2023 and has held it in 7 quarters since. The position peaked at $637K in Q3 2025. 839 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

SageView Advisory Group held 4,599 shares of iShares S&P Mid-Cap 400 Value ETF worth $605K as of Q4 2025.
SageView Advisory Group sold 314 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $40.9K.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #329 holding.
SageView Advisory Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 7 quarters since.
SageView Advisory Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $637K in Q3 2025.
839 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.