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Stonebridge Financial Group (Pennsylvania)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-858
Closed -$103K – 546
2025
Q1 		$103K Hold
858
– – 0.01% 293
2024
Q4 		$107K Buy
+858
New +$110K 0.01% 284

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

Stonebridge Financial Group (Pennsylvania)'s IJJ Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025, closing a stake of 858 shares — an estimated $103K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in IJJ in Q4 2024 and held it in 2 quarters. The position peaked at $107K in Q4 2024. 814 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 858 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $103K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s iShares S&P Mid-Cap 400 Value ETF position peaked at $107K 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 Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.