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

Stephens Consulting’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	-90	Closed	-$11.1K	–	756
2025 Q2	$11.1K	Hold	90	–	–	﹤0.01%	319
2025 Q1	$10.8K	Hold	90	–	–	﹤0.01%	318
2024 Q4	$11.2K	Hold	90	–	–	﹤0.01%	336
2024 Q3	$11.1K	Hold	90	–	–	﹤0.01%	326
2024 Q2	$10.2K	Hold	90	–	–	﹤0.01%	337
2024 Q1	$10.6K	Hold	90	–	–	﹤0.01%	306
2023 Q4	$10.3K	Hold	90	–	–	﹤0.01%	312
2023 Q3	$9.08K	Hold	90	–	–	﹤0.01%	321
2023 Q2	$9.64K	Hold	90	–	–	﹤0.01%	314
2023 Q1	$9.25K	Hold	90	–	–	0.01%	329
2022 Q4	$9.07K	Hold	90	–	–	0.01%	312
2022 Q3	$8.1K	Hold	90	–	–	0.01%	361
2022 Q2	$8.5K	Hold	90	–	–	0.01%	347
2022 Q1	$9.87K	Hold	90	–	–	0.01%	356
2021 Q4	$9.96K	Buy	+90	New	+$9.79K	0.01%	396

Other funds holding IJJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CFB

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

Stephens Consulting's IJJ Position: Q3 2025 in Review

Stephens Consulting sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2025, closing a stake of 90 shares — an estimated $11.1K sold.

Stephens Consulting first reported a position in IJJ in Q4 2021 and held it in 15 quarters. The position peaked at $11.2K in Q4 2024. 814 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

Stephens Consulting reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 90 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $11.1K.
Stephens Consulting first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 15 quarters.
Stephens Consulting's iShares S&P Mid-Cap 400 Value ETF position peaked at $11.2K in Q4 2024.
814 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.