Stuart Chaussee & Associates’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Stuart Chaussee & Associates’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	-192	Closed	-$24.9K	–	64
2025 Q3	$24.9K	Hold	192	–	–	0.01%	118
2025 Q2	$23.7K	Hold	192	–	–	0.01%	118
2025 Q1	$23K	Hold	192	–	–	0.01%	120
2024 Q4	$24K	Hold	192	–	–	0.01%	116
2024 Q3	$23.7K	Hold	192	–	–	0.01%	104
2024 Q2	$21.8K	Buy	+192	New	+$21.9K	0.01%	103

Other funds holding IJJ

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 22.96% 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

CFB

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stuart Chaussee & Associates's IJJ Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2025, closing a stake of 192 shares — an estimated $24.9K sold.

Stuart Chaussee & Associates first reported a position in IJJ in Q2 2024 and held it in 6 quarters. The position peaked at $24.9K in Q3 2025. 839 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

Stuart Chaussee & Associates reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 192 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $24.9K.
Stuart Chaussee & Associates first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2024 and held it in 6 quarters.
Stuart Chaussee & Associates's iShares S&P Mid-Cap 400 Value ETF position peaked at $24.9K 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 Stuart Chaussee & Associates's 13F filing for Q4 2025.