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3 Factor Indexing’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

3 Factor Indexing’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
2026
Q2 		$9.23K Sell
63
-117
-65% -$16.6K 0.01% 125
2026
Q1 		$23.9K Buy
+180
New +$24.6K 0.02% 110

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

3 Factor Indexing's IJJ Position: Q2 2026 in Review

3 Factor Indexing reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 65% in Q2 2026, selling an estimated $16.6K and leaving 63 shares worth $9.23K. The position accounts for 0.01% of the portfolio, ranked #125.

3 Factor Indexing first reported a position in IJJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $23.9K in Q1 2026. 847 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • 3 Factor Indexing held 63 shares of iShares S&P Mid-Cap 400 Value ETF worth $9.23K as of Q2 2026.
  • 3 Factor Indexing sold 117 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $16.6K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #125 holding.
  • 3 Factor Indexing first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 3 Factor Indexing's iShares S&P Mid-Cap 400 Value ETF position peaked at $23.9K in Q1 2026.
  • 847 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.