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

SteelPeak Wealth’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
-3,211
Closed -$417K – 593
2025
Q3 		$417K Buy
+3,211
New +$411K 0.01% 418

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SteelPeak Wealth's IJJ Position: Q4 2025 in Review

SteelPeak Wealth sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2025, closing a stake of 3,211 shares — an estimated $417K sold.

SteelPeak Wealth first reported a position in IJJ in Q3 2025 and held it in 1 quarter. The position peaked at $417K in Q3 2025. 841 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

  • SteelPeak Wealth reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 3,211 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $417K.
  • SteelPeak Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2025 and held it in 1 quarter.
  • SteelPeak Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $417K in Q3 2025.
  • 841 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.