Accelerate Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Accelerate Investment Advisors’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 Q1	$247K	Buy	1,861 +2	+0.1%	+$274	0.16%	105
2025 Q4	$245K	Buy	1,859 +4	+0.2%	+$521	0.16%	98
2025 Q3	$241K	Buy	1,855 +3	+0.2%	+$384	0.16%	101
2025 Q2	$229K	Buy	1,852 +3	+0.2%	+$353	0.17%	101
2025 Q1	$221K	Buy	1,849 +3	+0.2%	+$376	0.19%	100
2024 Q4	$231K	Buy	1,846 +9	+0.5%	+$1.15K	0.2%	83
2024 Q3	$227K	Buy	+1,837	New	+$218K	0.22%	67

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Accelerate Investment Advisors's IJJ Position: Q1 2026 in Review

Accelerate Investment Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.11% in Q1 2026, buying an estimated $274 and bringing the position to 1,861 shares worth $247K. The position accounts for 0.16% of the portfolio, ranked #105.

Accelerate Investment Advisors first reported a position in IJJ in Q3 2024 and has held it in 7 quarters since. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Accelerate Investment Advisors held 1,861 shares of iShares S&P Mid-Cap 400 Value ETF worth $247K as of Q1 2026.
Accelerate Investment Advisors bought 2 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $274.
iShares S&P Mid-Cap 400 Value ETF made up 0.16% of Accelerate Investment Advisors's portfolio in Q1 2026, its #105 holding.
Accelerate Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and has held it in 7 quarters since.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.