AIA
IJJ icon

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

Ally Invest 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 		$434K Sell
3,276
-220
-6% -$30.1K 0.03% 58
2025
Q4 		$460K Sell
3,496
-253
-7% -$32.9K 0.03% 58
2025
Q3 		$486K Sell
3,749
-81
-2% -$10.4K 0.03% 57
2025
Q2 		$473K Buy
+3,830
New +$451K 0.04% 56

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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 $424B AUM 22.94% 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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Ally Invest Advisors's IJJ Position: Q1 2026 in Review

Ally Invest Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 6.3% in Q1 2026, selling an estimated $30.1K and leaving 3,276 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #58.

Ally Invest Advisors first reported a position in IJJ in Q2 2025 and has held it in 4 quarters since. The position peaked at $486K in Q3 2025. 845 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

  • Ally Invest Advisors held 3,276 shares of iShares S&P Mid-Cap 400 Value ETF worth $434K as of Q1 2026.
  • Ally Invest Advisors sold 220 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $30.1K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Ally Invest Advisors's portfolio in Q1 2026, its #58 holding.
  • Ally Invest Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Ally Invest Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $486K in Q3 2025.
  • 845 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.