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

BDFS Capital’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 Q2	–	Sell	-2,930	Closed	-$388K	–	129
2026 Q1	$388K	Buy	2,930 +5	+0.2%	+$685	0.19%	90
2025 Q4	$385K	Buy	+2,925	New	+$381K	0.19%	87

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BDFS Capital's IJJ Position: Q2 2026 in Review

BDFS Capital sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026, closing a stake of 2,930 shares — an estimated $388K sold.

BDFS Capital first reported a position in IJJ in Q4 2025 and held it in 2 quarters. The position peaked at $388K in Q1 2026. 872 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

BDFS Capital reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2026 after selling out during the quarter.
BDFS Capital sold 2,930 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $388K.
BDFS Capital first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2025 and held it in 2 quarters.
BDFS Capital's iShares S&P Mid-Cap 400 Value ETF position peaked at $388K in Q1 2026.
872 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on BDFS Capital's 13F filing for Q2 2026, filed 15 Jul 2026.