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

AssuredPartners 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 		$1.05M Sell
7,834
-5
-0.1% -$685 0.11% 187
2025
Q4 		$1.03M Buy
7,839
+4,835
+161% +$629K 0.15% 144
2025
Q3 		$390K Sell
3,004
-808
-21% -$103K 0.09% 172
2025
Q2 		$471K Sell
3,812
-5,571
-59% -$655K 0.12% 139
2025
Q1 		$1.12M Buy
9,383
+48
+0.5% +$6.01K 0.22% 115
2024
Q4 		$1.17M Buy
+9,335
New +$1.19M 0.23% 107

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 $374B AUM 17.66% 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 $8.81B AUM 22.47% 1-Year Est. Return

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

AssuredPartners Investment Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.06% in Q1 2026, selling an estimated $685 and leaving 7,834 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #187.

AssuredPartners Investment Advisors first reported a position in IJJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q4 2024. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

  • AssuredPartners Investment Advisors held 7,834 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.05M as of Q1 2026.
  • AssuredPartners Investment Advisors sold 5 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $685.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.11% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #187 holding.
  • AssuredPartners Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.17M in Q4 2024.
  • 842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

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