USA Financial Formulas’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

USA Financial Formulas’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	–	Sell	-36,877	Closed	-$4.42M	–	300
2025 Q1	$4.42M	Buy	+36,877	New	+$4.62M	0.73%	9
2023 Q4	–	Sell	-9	Closed	-$908	–	439
2023 Q3	$908	Hold	9	–	–	﹤0.01%	404
2023 Q2	$964	Hold	9	–	–	﹤0.01%	376
2023 Q1	$925	Buy	+9	New	+$962	﹤0.01%	303
2022 Q3	$1K	Sell	12 -97	-89%	-$9.66K	﹤0.01%	239
2022 Q2	$10K	Buy	109 +28	+35%	+$2.86K	0.01%	140
2022 Q1	$9K	Buy	81 +13	+19%	+$1.4K	0.01%	162
2021 Q4	$8K	Buy	68 +19	+39%	+$2.07K	0.01%	199
2021 Q3	$5K	Sell	49 -24	-33%	-$2.52K	﹤0.01%	267
2021 Q2	$8K	Hold	73	–	–	0.01%	244
2021 Q1	$7K	Buy	+73	New	+$6.97K	0.01%	226
2017 Q1	–	Sell	-11,878	Closed	-$862K	–	284
2016 Q4	$862K	Buy	+11,878	New	+$822K	0.21%	93

Other funds holding IJJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

USA Financial Formulas's IJJ Position: Q2 2025 in Review

USA Financial Formulas sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025, closing a stake of 36,877 shares — an estimated $4.42M sold.

USA Financial Formulas first reported a position in IJJ in Q4 2016 and held it in 12 quarters. The position peaked at $4.42M in Q1 2025. 814 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

USA Financial Formulas reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
USA Financial Formulas sold 36,877 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $4.42M.
USA Financial Formulas first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2016 and held it in 12 quarters.
USA Financial Formulas's iShares S&P Mid-Cap 400 Value ETF position peaked at $4.42M in Q1 2025.
814 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.