Arax Advisory Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Arax Advisory Partners’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	$707K	Sell	5,339 -67	-1%	-$9.18K	0.02%	520
2025 Q4	$711K	Buy	+5,406	New	+$704K	0.02%	475
2025 Q3	–	Sell	-5,330	Closed	-$665K	–	3940
2025 Q2	$665K	Sell	5,330 -1,468	-22%	-$173K	0.03%	321
2025 Q1	$814K	Sell	6,798 -166,724	-96%	-$20.9M	0.05%	211
2024 Q4	$21.7M	Sell	173,522 -3,005	-2%	-$384K	1.36%	23
2024 Q3	$21.8M	Sell	176,527 -103	-0.1%	-$12.2K	1.95%	18
2024 Q2	$20M	Sell	176,630 -5,022	-3%	-$573K	1.95%	18
2024 Q1	$21.5M	Sell	181,652 -2,962	-2%	-$334K	2.27%	18
2023 Q4	$21.1M	Sell	184,614 -3,629	-2%	-$373K	2.35%	16
2023 Q3	$19M	Buy	188,243 +91,417	+94%	+$9.77M	2.37%	15
2023 Q2	$10.4M	Buy	96,826 +80,755	+502%	+$8.2M	1.32%	29
2023 Q1	$1.65M	Sell	16,071 -224,716	-93%	-$24M	0.22%	54
2022 Q4	$24.3M	Sell	240,787 -14,185	-6%	-$1.42M	3.36%	5
2022 Q3	$22.9M	Buy	254,972 +254,091	+28,841%	+$25.3M	3.62%	6
2022 Q2	$83K	Sell	881 -339,225	-100%	-$34.6M	0.01%	338
2022 Q1	$37.3M	Buy	340,106 +313,000	+1,155%	+$33.8M	4.97%	1
2021 Q4	$3M	Sell	27,106 -2,569	-9%	-$280K	0.38%	42
2021 Q3	$3.06M	Sell	29,675 -3,652	-11%	-$384K	0.42%	40
2021 Q2	$3.51M	Buy	+33,327	New	+$3.56M	0.48%	37
2020 Q4	$111K	Buy	1,285 +1	+0.1%	+$78	0.02%	285
2020 Q3	$87K	Buy	1,284 +6	+0.5%	+$414	0.01%	285
2020 Q2	$85K	Sell	1,278 -1,376	-52%	-$86.3K	0.02%	282
2020 Q1	$146K	Sell	2,654 -1,362	-34%	-$102K	0.03%	183
2019 Q4	$343K	Buy	4,016 +36	+0.9%	+$2.96K	0.1%	92
2019 Q3	$318K	Hold	3,980	–	–	0.1%	93
2019 Q2	$317K	Buy	+3,980	New	+$316K	0.11%	89
2018 Q4	$318K	Sell	4,590 -2,248	-33%	-$172K	0.13%	85
2018 Q3	$572K	Buy	+6,838	New	+$571K	0.23%	49

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 $424B AUM 22.94% 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 $18.1B AUM 24.63% 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 $10.1B AUM 29.18% 1-Year Est. Return

Arax Advisory Partners's IJJ Position: Q1 2026 in Review

Arax Advisory Partners reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.2% in Q1 2026, selling an estimated $9.18K and leaving 5,339 shares worth $707K. The position accounts for 0.02% of the portfolio, ranked #520.

Arax Advisory Partners first reported a position in IJJ in Q3 2018 and has held it in 28 quarters since. The position peaked at $37.3M in Q1 2022. 845 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Arax Advisory Partners held 5,339 shares of iShares S&P Mid-Cap 400 Value ETF worth $707K as of Q1 2026.
Arax Advisory Partners sold 67 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $9.18K.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Arax Advisory Partners's portfolio in Q1 2026, its #520 holding.
Arax Advisory Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2018 and has held it in 28 quarters since.
Arax Advisory Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $37.3M in Q1 2022.
845 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.