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

Tripletail Wealth 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
Q4 		– Sell
-10
Closed -$1.31K – 302
2025
Q3 		$1.31K Buy
+10
New +$1.28K ﹤0.01% 321

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AF
Align Financial Hermantown, Minnesota $202M AUM
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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Tripletail Wealth Management's IJJ Position: Q4 2025 in Review

Tripletail Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2025, closing a stake of 10 shares — an estimated $1.31K sold.

Tripletail Wealth Management first reported a position in IJJ in Q3 2025 and held it in 1 quarter. The position peaked at $1.31K in Q3 2025. 839 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

  • Tripletail Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Tripletail Wealth Management sold 10 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $1.31K.
  • Tripletail Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2025 and held it in 1 quarter.
  • Tripletail Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.31K 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 Tripletail Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.