B. Riley Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

B. Riley Wealth 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	–	Sell	-1,984	Closed	-$261K	–	1010
2025 Q4	$261K	Hold	1,984	–	–	0.01%	756
2025 Q3	$257K	Sell	1,984 -1,813	-48%	-$232K	0.01%	782
2025 Q2	$469K	Buy	+3,797	New	+$447K	0.02%	550
2024 Q4	$472K	Sell	3,777 -840	-18%	-$107K	0.02%	713
2024 Q3	$570K	Sell	4,617 -274	-6%	-$32.6K	0.02%	697
2024 Q2	$555K	Buy	4,891 +423	+9%	+$48.2K	0.01%	768
2024 Q1	$453K	Sell	4,468 -29	-0.6%	-$3.27K	0.01%	840
2023 Q4	$513K	Buy	4,497 +29	+0.6%	+$2.98K	0.01%	795
2023 Q3	$453K	Hold	4,468	–	–	0.01%	840
2023 Q2	$479K	Sell	4,468 -342	-7%	-$34.7K	0.01%	876
2023 Q1	$494K	Sell	4,810 -443	-8%	-$47.3K	0.01%	802
2022 Q4	$529K	Buy	5,253 +859	+20%	+$85.8K	0.01%	763
2022 Q3	$396K	Sell	4,394 -1,191	-21%	-$119K	0.01%	866
2022 Q2	$528K	Sell	5,585 -662	-11%	-$67.5K	0.02%	633
2022 Q1	$685K	Sell	6,247 -1,729	-22%	-$187K	0.02%	599
2021 Q4	$883K	Sell	7,976 -1,207	-13%	-$131K	0.03%	574
2021 Q3	$947K	Sell	9,183 -171	-2%	-$18K	0.03%	535
2021 Q2	$986K	Buy	9,354 +2,655	+40%	+$284K	0.03%	507
2021 Q1	$683K	Buy	6,699 +1,169	+21%	+$112K	0.02%	601
2020 Q4	$478K	Sell	5,530 -304	-5%	-$23.8K	0.03%	552
2020 Q3	$393K	Buy	5,834 +62	+1%	+$4.28K	0.02%	624
2020 Q2	$384K	Sell	5,772 -2	-0%	-$125	0.03%	539
2020 Q1	$317K	Buy	5,774 +504	+10%	+$37.9K	0.03%	521
2019 Q4	$451K	Buy	5,270 +214	+4%	+$17.6K	0.04%	472
2019 Q3	$405K	Sell	5,056 -46	-0.9%	-$3.62K	0.04%	476
2019 Q2	$408K	Buy	5,102 +1,308	+34%	+$104K	0.04%	449
2019 Q1	$298K	Sell	3,794 -200	-5%	-$15.5K	0.04%	498
2018 Q4	$276K	Buy	3,994 +18	+0.5%	+$1.38K	0.04%	470
2018 Q3	$333K	Hold	3,976	–	–	0.04%	463
2018 Q2	$323K	Sell	3,976 -134	-3%	-$10.7K	0.04%	438
2018 Q1	$318K	Sell	4,110 -342	-8%	-$27.1K	0.04%	438
2017 Q4	$357K	Sell	4,452 -84	-2%	-$6.56K	0.05%	390
2017 Q3	$347K	Sell	4,536 -5,228	-54%	-$388K	0.06%	340
2017 Q2	$726K	Buy	9,764 +192	+2%	+$14.2K	0.13%	195
2017 Q1	$711K	Sell	9,572 -200	-2%	-$14.8K	0.14%	180
2016 Q4	$710K	Sell	9,772 -3,136	-24%	-$217K	0.14%	169
2016 Q3	$859K	Buy	12,908 +536	+4%	+$35.4K	0.17%	158
2016 Q2	$793K	Buy	12,372 +736	+6%	+$46.3K	0.16%	164
2016 Q1	$722K	Sell	11,636 -1,696	-13%	-$96.1K	0.17%	152
2015 Q4	$782K	Sell	13,332 -696	-5%	-$42.1K	0.16%	167
2015 Q3	$809K	Buy	14,028 +466	+3%	+$28.5K	0.19%	137
2015 Q2	$875K	Sell	13,562 -1,784	-12%	-$118K	0.22%	121
2015 Q1	$1M	Buy	15,346 +2	+0%	+$129	0.25%	105
2014 Q4	$981	Buy	15,344 +300	+2%	+$18.6K	0.02%	763
2014 Q3	$905K	Sell	15,044 -11,228	-43%	-$701K	0.24%	108
2014 Q2	$822K	Buy	26,272 +13,336	+103%	+$812K	0.19%	113
2014 Q1	$779K	Buy	12,936 +5,360	+71%	+$314K	0.24%	107
2013 Q4	$440K	Buy	7,576 +3,656	+93%	+$206K	0.14%	166
2013 Q3	$212K	Sell	3,920 -224	-5%	-$12K	0.07%	316
2013 Q2	$210K	Buy	+4,144	New	+$210K	0.07%	307

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 $16.5B AUM 19.94% 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

B. Riley Wealth Advisors's IJJ Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026, closing a stake of 1,984 shares — an estimated $261K sold.

B. Riley Wealth Advisors first reported a position in IJJ in Q2 2013 and held it in 50 quarters. The position peaked at $1M in Q1 2015. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

B. Riley Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,984 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $261K.
B. Riley Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and held it in 50 quarters.
B. Riley Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $1M in Q1 2015.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.