Wescott Financial Advisory Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Wescott Financial Advisory Group’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	-3,177	Closed	-$380K	–	177
2025 Q1	$380K	Buy	3,177 +1	+0%	+$125	0.04%	128
2024 Q4	$397K	Buy	3,176 +1	+0%	+$128	0.04%	126
2024 Q3	$392K	Sell	3,175 -139	-4%	-$16.5K	0.04%	133
2024 Q2	$376K	Buy	3,314 +2	+0.1%	+$228	0.04%	131
2024 Q1	$392K	Sell	3,312 -219	-6%	-$24.7K	0.05%	121
2023 Q4	$403K	Sell	3,531 -236	-6%	-$24.3K	0.06%	115
2023 Q3	$380K	Buy	3,767 +259	+7%	+$27.7K	0.07%	112
2023 Q2	$376K	Sell	3,508 -48	-1%	-$4.88K	0.07%	117
2023 Q1	$365K	Sell	3,556 -123	-3%	-$13.1K	0.08%	113
2022 Q4	$371K	Buy	3,679 +303	+9%	+$30.3K	0.08%	108
2022 Q3	$304K	Buy	3,376 +5	+0.1%	+$498	0.08%	110
2022 Q2	$318K	Buy	3,371 +3	+0.1%	+$306	0.09%	104
2022 Q1	$369K	Buy	+3,368	New	+$363K	0.1%	96

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

Wescott Financial Advisory Group's IJJ Position: Q2 2025 in Review

Wescott Financial Advisory Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025, closing a stake of 3,177 shares — an estimated $380K sold.

Wescott Financial Advisory Group first reported a position in IJJ in Q1 2022 and held it in 13 quarters. The position peaked at $403K in Q4 2023. 814 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

Wescott Financial Advisory Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
Wescott Financial Advisory Group sold 3,177 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $380K.
Wescott Financial Advisory Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and held it in 13 quarters.
Wescott Financial Advisory Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $403K in Q4 2023.
814 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2025, filed 11 Aug 2025.