Tradewinds Capital Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Tradewinds Capital Management’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	-129	Closed	-$15.9K	–	687
2025 Q2	$15.9K	Hold	129	–	–	﹤0.01%	301
2025 Q1	$15.4K	Hold	129	–	–	﹤0.01%	310
2024 Q4	$16.1K	Hold	129	–	–	﹤0.01%	318
2024 Q3	$15.9K	Hold	129	–	–	﹤0.01%	296
2024 Q2	$14.6K	Buy	+129	New	+$14.7K	﹤0.01%	292
2015 Q3	–	Sell	-1,012	Closed	-$65K	–	671
2015 Q2	$65K	Buy	+1,012	New	+$66.8K	0.05%	198

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

Tradewinds Capital Management's IJJ Position: Q3 2025 in Review

Tradewinds Capital Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2025, closing a stake of 129 shares — an estimated $15.9K sold.

Tradewinds Capital Management first reported a position in IJJ in Q2 2015 and held it in 6 quarters. The position peaked at $65K in Q2 2015. 814 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

Tradewinds Capital Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2025 after selling out during the quarter.
Tradewinds Capital Management sold 129 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $15.9K.
Tradewinds Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2015 and held it in 6 quarters.
Tradewinds Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $65K in Q2 2015.
814 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Tradewinds Capital Management's 13F filing for Q3 2025, filed 21 Oct 2025.