VFIC
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Valley Forge Investment Consultants’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Valley Forge Investment Consultants’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
-5,547
Closed -$686K – 91
2025
Q2 		$686K Buy
5,547
+23
+0.4% +$2.71K 0.22% 41
2025
Q1 		$661K Buy
5,524
+21
+0.4% +$2.63K 0.24% 36
2024
Q4 		$688K Buy
5,503
+28
+0.5% +$3.58K 0.24% 38
2024
Q3 		$677K Buy
5,475
+33
+0.6% +$3.92K 0.24% 38
2024
Q2 		$617K Buy
5,442
+25
+0.5% +$2.85K 0.23% 35
2024
Q1 		$641K Sell
5,417
-884
-14% -$99.5K 0.25% 33
2023
Q4 		$719K Sell
6,301
-23
-0.4% -$2.37K 0.32% 32
2023
Q3 		$638K Sell
6,324
-1,351
-18% -$144K 0.29% 36
2023
Q2 		$822K Buy
7,675
+321
+4% +$32.6K 0.4% 28
2023
Q1 		$756K Buy
7,354
+26
+0.4% +$2.78K 0.39% 28
2022
Q4 		$739K Buy
7,328
+31
+0.4% +$3.1K 0.39% 28
2022
Q3 		$657K Sell
7,297
-56
-0.8% -$5.58K 0.36% 34
2022
Q2 		$694K Buy
7,353
+21
+0.3% +$2.14K 0.35% 31
2022
Q1 		$804K Buy
7,332
+21
+0.3% +$2.27K 0.33% 35
2021
Q4 		$809K Buy
7,311
+26
+0.4% +$2.83K 0.36% 34
2021
Q3 		$751K Sell
7,285
-119
-2% -$12.5K 0.4% 33
2021
Q2 		$780K Buy
7,404
+1,936
+35% +$207K 0.42% 33
2021
Q1 		$557K Sell
5,468
-618
-10% -$59K 0.38% 37
2020
Q4 		$525K Buy
+6,086
New +$477K 0.46% 38

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 $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Valley Forge Investment Consultants's IJJ Position: Q3 2025 in Review

Valley Forge Investment Consultants sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2025, closing a stake of 5,547 shares — an estimated $686K sold.

Valley Forge Investment Consultants first reported a position in IJJ in Q4 2020 and held it in 19 quarters. The position peaked at $822K in Q2 2023. 813 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

  • Valley Forge Investment Consultants reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Valley Forge Investment Consultants sold 5,547 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $686K.
  • Valley Forge Investment Consultants first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 19 quarters.
  • Valley Forge Investment Consultants's iShares S&P Mid-Cap 400 Value ETF position peaked at $822K in Q2 2023.
  • 813 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Valley Forge Investment Consultants's 13F filing for Q3 2025, filed 17 Oct 2025.