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The Family Firm’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

The Family Firm’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 		$2.32M Sell
18,734
-900
-5% -$106K 0.56% 45
2025
Q1 		$2.35M Sell
19,634
-324
-2% -$40.6K 0.53% 42
2024
Q4 		$2.49M Buy
19,958
+88
+0.4% +$11.2K 0.55% 38
2024
Q3 		$2.46M Buy
19,870
+189
+1% +$22.5K 0.54% 41
2024
Q2 		$2.23M Buy
19,681
+34
+0.2% +$3.88K 0.5% 39
2024
Q1 		$2.32M Sell
19,647
-406
-2% -$45.7K 0.57% 38
2023
Q4 		$2.29M Sell
20,053
-390
-2% -$40.1K 0.59% 37
2023
Q3 		$2.06M Sell
20,443
-951
-4% -$102K 0.58% 39
2023
Q2 		$2.29M Buy
21,394
+657
+3% +$66.7K 0.61% 36
2023
Q1 		$2.13M Sell
20,737
-158
-0.8% -$16.9K 0.59% 36
2022
Q4 		$2.11M Sell
20,895
-304
-1% -$30.4K 0.62% 35
2022
Q3 		$1.91M Hold
21,199
– – 0.61% 36
2022
Q2 		$2M Sell
21,199
-592
-3% -$60.4K 0.59% 36
2022
Q1 		$2.39M Sell
21,791
-67
-0.3% -$7.23K 0.63% 35
2021
Q4 		$2.42M Sell
21,858
-1,865
-8% -$203K 0.63% 35
2021
Q3 		$2.58M Sell
23,723
-529
-2% -$55.6K 0.68% 34
2021
Q2 		$2.56M Sell
24,252
-562
-2% -$60K 0.7% 33
2021
Q1 		$2.53M Sell
24,814
-551
-2% -$52.6K 0.73% 32
2020
Q4 		$2.3M Buy
25,365
+439
+2% +$34.4K 0.69% 32
2020
Q3 		$1.68M Sell
24,926
-412
-2% -$28.5K 0.6% 39
2020
Q2 		$1.68M Sell
25,338
-432
-2% -$27.1K 0.63% 35
2020
Q1 		$1.41M Buy
25,770
+2,892
+13% +$217K 0.6% 36
2019
Q4 		$1.95M Buy
22,878
+182
+0.8% +$15K 0.66% 35
2019
Q3 		$1.81M Buy
22,696
+14
+0.1% +$1.1K 0.64% 36
2019
Q2 		$1.81M Buy
22,682
+1,862
+9% +$148K 0.64% 34
2019
Q1 		$1.63M Buy
20,820
+70
+0.3% +$5.42K 0.59% 39
2018
Q4 		$1.44M Buy
20,750
+494
+2% +$37.8K 0.57% 39
2018
Q3 		$1.7M Sell
20,256
-2,124
-9% -$177K 0.61% 38
2018
Q2 		$1.81M Buy
22,380
+1,268
+6% +$101K 0.68% 33
2018
Q1 		$1.63M Buy
21,112
+2,278
+12% +$181K 0.64% 36
2017
Q4 		$1.51M Sell
18,834
-584
-3% -$45.6K 0.6% 34
2017
Q3 		$1.48M Buy
19,418
+12
+0.1% +$890 0.62% 34
2017
Q2 		$1.44M Buy
19,406
+1,412
+8% +$104K 0.64% 32
2017
Q1 		$1.34M Buy
17,994
+16
+0.1% +$1.19K 0.64% 35
2016
Q4 		$1.3M Buy
17,978
+184
+1% +$12.7K 0.61% 35
2016
Q3 		$1.18M Sell
17,794
-1,000
-5% -$66.1K 0.56% 37
2016
Q2 		$1.2M Buy
18,794
+66
+0.4% +$4.15K 0.6% 36
2016
Q1 		$1.16M Sell
18,728
-1,434
-7% -$81.3K 0.59% 38
2015
Q4 		$1.18M Buy
20,162
+76
+0.4% +$4.6K 0.63% 35
2015
Q3 		$1.16M Buy
20,086
+62
+0.3% +$3.8K 0.63% 33
2015
Q2 		$1.29M Sell
20,024
-892
-4% -$58.9K 0.66% 30
2015
Q1 		$1.37M Buy
20,916
+2,026
+11% +$130K 0.7% 31
2014
Q4 		$1.21M Buy
+18,890
New +$1.17M 0.63% 33

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 $424B AUM 22.94% 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

The Family Firm's IJJ Position: Q2 2025 in Review

The Family Firm reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 4.6% in Q2 2025, selling an estimated $106K and leaving 18,734 shares worth $2.32M. The position accounts for 0.56% of the portfolio, ranked #45.

The Family Firm first reported a position in IJJ in Q4 2014 and has held it in 43 quarters since. The position peaked at $2.58M in Q3 2021. 815 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

  • The Family Firm held 18,734 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.32M as of Q2 2025.
  • The Family Firm sold 900 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $106K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.56% of The Family Firm's portfolio in Q2 2025, its #45 holding.
  • The Family Firm first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2014 and has held it in 43 quarters since.
  • The Family Firm's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.58M in Q3 2021.
  • 815 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.