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von Borstel & Associates’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

von Borstel & Associates’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
-226
Closed -$27K – 79
2025
Q1 		$27K Buy
+226
New +$28.3K 0.01% 95

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

von Borstel & Associates's IJJ Position: Q2 2025 in Review

von Borstel & Associates sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025, closing a stake of 226 shares — an estimated $27K sold.

von Borstel & Associates first reported a position in IJJ in Q1 2025 and held it in 1 quarter. The position peaked at $27K in Q1 2025. 814 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

  • von Borstel & Associates reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
  • von Borstel & Associates sold 226 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $27K.
  • von Borstel & Associates first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and held it in 1 quarter.
  • von Borstel & Associates's iShares S&P Mid-Cap 400 Value ETF position peaked at $27K 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 von Borstel & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.