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

Whalen Wealth Management’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
-3,012
Closed -$372K – 218
2025
Q2 		$372K Sell
3,012
-53,562
-95% -$6.3M 0.23% 122
2025
Q1 		$6.77M Buy
+56,574
New +$7.08M 4.52% 4

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 $16.5B AUM 19.94% 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 $8.81B AUM 22.47% 1-Year Est. Return

Whalen Wealth Management's IJJ Position: Q3 2025 in Review

Whalen Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2025, closing a stake of 3,012 shares — an estimated $372K sold.

Whalen Wealth Management first reported a position in IJJ in Q1 2025 and held it in 2 quarters. The position peaked at $6.77M in Q1 2025. 812 funds tracked by Wall St. Rank hold IJJ as of Q3 2025.

  • Whalen Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 3,012 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $372K.
  • Whalen Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and held it in 2 quarters.
  • Whalen Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $6.77M in Q1 2025.
  • 812 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.