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Transform Wealth’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Transform Wealth’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
Q1 		$275K Sell
2,299
-62
-3% -$7.76K 0.02% 213
2024
Q4 		$295K Sell
2,361
-41
-2% -$5.23K 0.02% 218
2024
Q3 		$297K Sell
2,402
-150
-6% -$17.8K 0.02% 183
2024
Q2 		$290K Sell
2,552
-95
-4% -$10.8K 0.02% 180
2024
Q1 		$313K Hold
2,647
– – 0.03% 180
2023
Q4 		$302K Sell
2,647
-100
-4% -$10.3K 0.03% 206
2023
Q3 		$278K Sell
2,747
-81
-3% -$8.66K 0.03% 209
2023
Q2 		$303K Sell
2,828
-218
-7% -$22.1K 0.03% 220
2023
Q1 		$313K Sell
3,046
-30
-1% -$3.21K 0.03% 209
2022
Q4 		$310K Sell
3,076
-69
-2% -$6.89K 0.03% 186
2022
Q3 		$283K Sell
3,145
-34
-1% -$3.38K 0.04% 157
2022
Q2 		$300K Hold
3,179
– – 0.04% 163
2022
Q1 		$349K Sell
3,179
-117
-4% -$12.6K 0.04% 188
2021
Q4 		$365K Sell
3,296
-199
-6% -$21.7K 0.04% 180
2021
Q3 		$360K Sell
3,495
-215
-6% -$22.6K 0.04% 181
2021
Q2 		$391K Sell
3,710
-168
-4% -$17.9K 0.05% 188
2021
Q1 		$395K Sell
3,878
-182
-4% -$17.4K 0.08% 172
2020
Q4 		$350K Sell
4,060
-166
-4% -$13K 0.07% 174
2020
Q3 		$285K Sell
4,226
-1,676
-28% -$116K 0.05% 182
2020
Q2 		$392K Buy
+5,902
New +$370K 0.07% 161
2018
Q2 		– Sell
-9,638
Closed -$745K – 223
2018
Q1 		$745K Buy
9,638
+486
+5% +$38.5K 0.14% 156
2017
Q4 		$733K Sell
9,152
-82
-0.9% -$6.4K 0.14% 166
2017
Q3 		$705K Buy
+9,234
New +$685K 0.25% 127
2017
Q2 		– Sell
-8,766
Closed -$651K – 81
2017
Q1 		$651K Buy
8,766
+514
+6% +$38.1K 0.24% 141
2016
Q4 		$599K Buy
8,252
+512
+7% +$35.4K 0.24% 137
2016
Q3 		$515K Buy
7,740
+564
+8% +$37.3K 0.22% 131
2016
Q2 		$459K Buy
+7,176
New +$452K 0.19% 143

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Transform Wealth's IJJ Position: Q1 2025 in Review

Transform Wealth reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.6% in Q1 2025, selling an estimated $7.76K and leaving 2,299 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #213.

Transform Wealth first reported a position in IJJ in Q2 2016 and has held it in 27 quarters since. The position peaked at $745K in Q1 2018. 817 funds tracked by Wall St. Rank hold IJJ as of Q1 2025.

  • Transform Wealth held 2,299 shares of iShares S&P Mid-Cap 400 Value ETF worth $275K as of Q1 2025.
  • Transform Wealth sold 62 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2025, an estimated $7.76K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #213 holding.
  • Transform Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2016 and has held it in 27 quarters since.
  • Transform Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $745K in Q1 2018.
  • 817 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.