Baron Silver Stevens Financial Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Baron Silver Stevens Financial 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	$232K	Buy	1,753 +65	+4%	+$8.9K	0.03%	124
2025 Q4	$222K	Hold	1,688	–	–	0.03%	128
2025 Q3	$219K	Sell	1,688 -1	-0.1%	-$128	0.03%	138
2025 Q2	$209K	Hold	1,689	–	–	0.03%	138
2025 Q1	$202K	Sell	1,689 -685	-29%	-$85.8K	0.04%	124
2024 Q4	$297K	Hold	2,374	–	–	0.05%	94
2024 Q3	$293K	Hold	2,374	–	–	0.05%	96
2024 Q2	$269K	Hold	2,374	–	–	0.05%	98
2024 Q1	$281K	Sell	2,374 -46	-2%	-$5.18K	0.05%	100
2023 Q4	$276K	Hold	2,420	–	–	0.06%	90
2023 Q3	$244K	Hold	2,420	–	–	0.06%	90
2023 Q2	$259K	Hold	2,420	–	–	0.06%	90
2023 Q1	$249K	Hold	2,420	–	–	0.06%	92
2022 Q4	$244K	Buy	+2,420	New	+$242K	0.06%	81
2022 Q3	–	Sell	-2,420	Closed	-$228K	–	123
2022 Q2	$228K	Hold	2,420	–	–	0.06%	93
2022 Q1	$265K	Sell	2,420 -100	-4%	-$10.8K	0.06%	77
2021 Q4	$278K	Hold	2,520	–	–	0.07%	67
2021 Q3	$259K	Sell	2,520 -29	-1%	-$3.05K	0.07%	64
2021 Q2	$268K	Buy	+2,549	New	+$272K	0.07%	69
2021 Q1	–	Sell	-2,549	Closed	-$219K	–	235
2020 Q4	$219K	Buy	+2,549	New	+$200K	0.08%	59

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

Baron Silver Stevens Financial Advisors's IJJ Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 3.9% in Q1 2026, buying an estimated $8.9K and bringing the position to 1,753 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #124.

Baron Silver Stevens Financial Advisors first reported a position in IJJ in Q4 2020 and has held it in 20 quarters since. The position peaked at $297K in Q4 2024. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Baron Silver Stevens Financial Advisors held 1,753 shares of iShares S&P Mid-Cap 400 Value ETF worth $232K as of Q1 2026.
Baron Silver Stevens Financial Advisors bought 65 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $8.9K.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #124 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 20 quarters since.
Baron Silver Stevens Financial Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $297K 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 Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.