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SeaCrest Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

SeaCrest Wealth Management’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
-4,329
Closed -$518K – 657
2025
Q1 		$518K Sell
4,329
-59
-1% -$7.39K 0.06% 324
2024
Q4 		$548K Sell
4,388
-46
-1% -$5.87K 0.06% 313
2024
Q3 		$548K Buy
4,434
+6
+0.1% +$713 0.06% 315
2024
Q2 		$502K Sell
4,428
-57
-1% -$6.5K 0.06% 315
2024
Q1 		$530K Sell
4,485
-6
-0.1% -$676 0.06% 300
2023
Q4 		$501K Buy
4,491
+318
+8% +$32.7K 0.06% 311
2023
Q3 		$421K Hold
4,173
– – 0.05% 349
2023
Q2 		$447K Buy
4,173
+3
+0.1% +$305 0.06% 349
2023
Q1 		$429K Buy
4,170
+11
+0.3% +$1.18K 0.06% 363
2022
Q4 		$419K Buy
4,159
+12
+0.3% +$1.2K 0.06% 363
2022
Q3 		$373K Sell
4,147
-277
-6% -$27.6K 0.06% 372
2022
Q2 		$418K Buy
4,424
+886
+25% +$90.4K 0.05% 375
2022
Q1 		$388K Sell
3,538
-495
-12% -$53.4K 0.04% 438
2021
Q4 		$446K Buy
4,033
+513
+15% +$55.8K 0.05% 390
2021
Q3 		$363K Hold
3,520
– – 0.04% 438
2021
Q2 		$371K Sell
3,520
-10
-0.3% -$1.07K 0.04% 429
2021
Q1 		$360K Buy
+3,530
New +$337K 0.05% 409
2020
Q1 		– Sell
-2,440
Closed -$208K – 537
2019
Q4 		$208K Buy
+2,440
New +$201K 0.03% 493
2019
Q2 		– Sell
-2,422
Closed -$190K – 1138
2019
Q1 		$190K Buy
2,422
+306
+14% +$23.7K 0.03% 485
2018
Q4 		$146K Buy
2,116
+12
+0.6% +$917 0.03% 527
2018
Q3 		$176K Sell
2,104
-26
-1% -$2.17K 0.03% 551
2018
Q2 		$173K Hold
2,130
– – 0.03% 543
2018
Q1 		$165K Buy
2,130
+6
+0.3% +$476 0.03% 544
2017
Q4 		$170K Buy
+2,124
New +$166K 0.03% 550

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

SeaCrest Wealth Management's IJJ Position: Q2 2025 in Review

SeaCrest Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025, closing a stake of 4,329 shares — an estimated $518K sold.

SeaCrest Wealth Management first reported a position in IJJ in Q4 2017 and held it in 24 quarters. The position peaked at $548K in Q4 2024. 814 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

  • SeaCrest Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 4,329 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $518K.
  • SeaCrest Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and held it in 24 quarters.
  • SeaCrest Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $548K in Q4 2024.
  • 814 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on SeaCrest Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.