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

Anfield Capital 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
2026 Q1	$11.7K	Hold	88	–	–	﹤0.01%	415
2025 Q4	$11.6K	Hold	88	–	–	﹤0.01%	329
2025 Q3	$11.4K	Hold	88	–	–	﹤0.01%	321
2025 Q2	$10.9K	Hold	88	–	–	﹤0.01%	290
2025 Q1	$10.5K	Hold	88	–	–	﹤0.01%	238
2024 Q4	$11K	Hold	88	–	–	﹤0.01%	236
2024 Q3	$10.9K	Hold	88	–	–	﹤0.01%	226
2024 Q2	$9.98K	Buy	+88	New	+$10K	﹤0.01%	194

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Anfield Capital Management's IJJ Position: Q1 2026 in Review

Anfield Capital Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 88 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Anfield Capital Management first reported a position in IJJ in Q2 2024 and has held it in 8 quarters since. 849 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Anfield Capital Management held 88 shares of iShares S&P Mid-Cap 400 Value ETF worth $11.7K as of Q1 2026.
Anfield Capital Management left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Anfield Capital Management's portfolio in Q1 2026, its #415 holding.
Anfield Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2024 and has held it in 8 quarters since.
849 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.