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

Aspire Growth 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	$1.07M	Buy	8,094 +168	+2%	+$23K	0.74%	28
2025 Q4	$1.04M	Buy	7,926 +322	+4%	+$41.9K	0.73%	27
2025 Q3	$986K	Buy	7,604 +159	+2%	+$20.4K	0.72%	31
2025 Q2	$920K	Buy	7,445 +213	+3%	+$25.1K	0.75%	30
2025 Q1	$841K	Sell	7,232 -26	-0.4%	-$3.26K	0.75%	35
2024 Q4	$907K	Buy	+7,258	New	+$927K	0.89%	31

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 $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 $8.81B AUM 22.47% 1-Year Est. Return

Aspire Growth Partners's IJJ Position: Q1 2026 in Review

Aspire Growth Partners increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.1% in Q1 2026, buying an estimated $23K and bringing the position to 8,094 shares worth $1.07M. The position accounts for 0.74% of the portfolio, ranked #28.

Aspire Growth Partners first reported a position in IJJ in Q4 2024 and has held it in 6 quarters since. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Aspire Growth Partners held 8,094 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.07M as of Q1 2026.
Aspire Growth Partners bought 168 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $23K.
iShares S&P Mid-Cap 400 Value ETF made up 0.74% of Aspire Growth Partners's portfolio in Q1 2026, its #28 holding.
Aspire Growth Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 6 quarters since.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Aspire Growth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.