Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BCM
Becker Capital Management’s
iShares S&P Mid-Cap 400 Value ETF
IJJ
Stock Holding History
Becker Capital Management’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
$6.47M
Hold
48,804
–
–
0.19%
96
2025
Q4
$6.42M
Hold
48,804
–
–
0.18%
91
2025
Q3
$6.33M
Hold
48,804
–
–
0.19%
92
2025
Q2
$6.03M
Hold
48,804
–
–
0.19%
92
2025
Q1
$5.84M
Hold
48,804
–
–
0.19%
90
2024
Q4
$6.1M
Hold
48,804
–
–
0.2%
89
2024
Q3
$6.03M
Hold
48,804
–
–
0.2%
94
2024
Q2
$5.54M
Hold
48,804
–
–
0.19%
100
2024
Q1
$5.77M
Hold
48,804
–
–
0.2%
93
2023
Q4
$5.57M
Hold
48,804
–
–
0.2%
94
2023
Q3
$4.95M
Hold
48,804
–
–
0.2%
94
2023
Q2
$5.23M
Hold
48,804
–
–
0.2%
91
2023
Q1
$5.02M
Buy
+48,804
New
+$5.22M
0.2%
95
2018
Q1
–
Sell
-16,590
Closed
-$1.33M
–
176
2017
Q4
$1.33M
Hold
16,590
–
–
0.04%
90
2017
Q3
$1.27M
Buy
+16,590
New
+$1.23M
0.04%
89
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
$501B 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
$564B 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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close