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

BBR 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	–	Sell	-2,000	Closed	-$263K	–	271
2025 Q4	$263K	Hold	2,000	–	–	0.01%	222
2025 Q3	$259K	Buy	+2,000	New	+$256K	0.02%	223

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

BBR Partners's IJJ Position: Q1 2026 in Review

BBR Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026, closing a stake of 2,000 shares — an estimated $263K sold.

BBR Partners first reported a position in IJJ in Q3 2025 and held it in 2 quarters. The position peaked at $263K in Q4 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

BBR Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
BBR Partners sold 2,000 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $263K.
BBR Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2025 and held it in 2 quarters.
BBR Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $263K in Q4 2025.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.