Bank Julius Baer & Co
IJJ icon

Bank Julius Baer & Co’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bank Julius Baer & Co’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
-4,176
Closed -$550K – 696
2025
Q4 		$550K Buy
+4,176
New +$544K ﹤0.01% 416

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 $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
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
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

Bank Julius Baer & Co's IJJ Position: Q1 2026 in Review

Bank Julius Baer & Co sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026, closing a stake of 4,176 shares — an estimated $550K sold.

Bank Julius Baer & Co first reported a position in IJJ in Q4 2025 and held it in 1 quarter. The position peaked at $550K in Q4 2025. 848 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

  • Bank Julius Baer & Co reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Bank Julius Baer & Co sold 4,176 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $550K.
  • Bank Julius Baer & Co first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2025 and held it in 1 quarter.
  • Bank Julius Baer & Co's iShares S&P Mid-Cap 400 Value ETF position peaked at $550K in Q4 2025.
  • 848 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.