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 Q2	$7.19M	Sell	48,669 -135	-0.3%	-$19.1K	0.19%	98
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 $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

Becker Capital Management's IJJ Position: Q2 2026 in Review

Becker Capital Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.28% in Q2 2026, selling an estimated $19.1K and leaving 48,669 shares worth $7.19M. The position accounts for 0.19% of the portfolio, ranked #98.

Becker Capital Management first reported a position in IJJ in Q3 2017 and has held it in 16 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Becker Capital Management held 48,669 shares of iShares S&P Mid-Cap 400 Value ETF worth $7.19M as of Q2 2026.
Becker Capital Management sold 135 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $19.1K.
iShares S&P Mid-Cap 400 Value ETF made up 0.19% of Becker Capital Management's portfolio in Q2 2026, its #98 holding.
Becker Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2017 and has held it in 16 quarters since.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.