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

Summit Financial 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
Q2 		– Sell
-44,238
Closed -$5.3M – 41
2025
Q1 		$5.3M Buy
+44,238
New +$5.54M 4.91% 9

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

Summit Financial Consulting's IJJ Position: Q2 2025 in Review

Summit Financial Consulting sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025, closing a stake of 44,238 shares — an estimated $5.3M sold.

Summit Financial Consulting first reported a position in IJJ in Q1 2025 and held it in 1 quarter. The position peaked at $5.3M in Q1 2025. 814 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

  • Summit Financial Consulting reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Summit Financial Consulting sold 44,238 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $5.3M.
  • Summit Financial Consulting first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and held it in 1 quarter.
  • Summit Financial Consulting's iShares S&P Mid-Cap 400 Value ETF position peaked at $5.3M in Q1 2025.
  • 814 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on Summit Financial Consulting's 13F filing for Q2 2025, filed 9 Jul 2025.