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

Tyche Wealth Partners’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	-1,903	Closed	-$235K	–	325
2025 Q2	$235K	Buy	1,903 +29	+2%	+$3.41K	0.05%	257
2025 Q1	$224K	Hold	1,874	–	–	0.05%	252
2024 Q4	$234K	Buy	1,874 +1	+0.1%	+$128	0.05%	257
2024 Q3	$232K	Sell	1,873 -25	-1%	-$2.97K	0.05%	249
2024 Q2	$215K	Hold	1,898	–	–	0.05%	245
2024 Q1	$224K	Sell	1,898 -48	-2%	-$5.41K	0.05%	246
2023 Q4	$222K	Buy	+1,946	New	+$200K	0.05%	263

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

Tyche Wealth Partners's IJJ Position: Q3 2025 in Review

Tyche Wealth Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2025, closing a stake of 1,903 shares — an estimated $235K sold.

Tyche Wealth Partners first reported a position in IJJ in Q4 2023 and held it in 7 quarters. The position peaked at $235K in Q2 2025. 814 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

Tyche Wealth Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2025 after selling out during the quarter.
Tyche Wealth Partners sold 1,903 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $235K.
Tyche Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and held it in 7 quarters.
Tyche Wealth Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $235K in Q2 2025.
814 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Tyche Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.