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

Bellwether 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	$325K	Sell	2,454 -39	-2%	-$5.34K	0.06%	126
2025 Q4	$328K	Buy	2,493 +280	+13%	+$36.4K	0.05%	105
2025 Q3	$287K	Buy	2,213 +163	+8%	+$20.9K	0.05%	118
2025 Q2	$253K	Buy	2,050 +132	+7%	+$15.5K	0.04%	109
2025 Q1	$229K	Buy	1,918 +386	+25%	+$48.3K	0.05%	115
2024 Q4	$191K	Buy	+1,532	New	+$196K	0.03%	140
2023 Q2	–	Sell	-985	Closed	-$101K	–	261
2023 Q1	$101K	Sell	985 -60	-6%	-$6.41K	0.03%	154
2022 Q4	$105K	Sell	1,045 -42	-4%	-$4.19K	0.03%	152
2022 Q3	$97K	Sell	1,087 -2,047	-65%	-$204K	0.03%	125
2022 Q2	$295K	Sell	3,134 -274	-8%	-$27.9K	0.09%	102
2022 Q1	$373K	Sell	3,408 -215	-6%	-$23.2K	0.11%	118
2021 Q4	$401K	Hold	3,623	–	–	0.12%	101
2021 Q3	$378K	Sell	3,623 -99	-3%	-$10.4K	0.13%	122
2021 Q2	$392K	Buy	3,722 +67	+2%	+$7.16K	0.14%	104
2021 Q1	$372K	Sell	3,655 -67	-2%	-$6.4K	0.15%	86
2020 Q4	$321K	Buy	+3,722	New	+$292K	0.14%	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 $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

Bellwether Advisors's IJJ Position: Q1 2026 in Review

Bellwether Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.6% in Q1 2026, selling an estimated $5.34K and leaving 2,454 shares worth $325K. The position accounts for 0.06% of the portfolio, ranked #126.

Bellwether Advisors first reported a position in IJJ in Q4 2020 and has held it in 16 quarters since. The position peaked at $401K in Q4 2021. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Bellwether Advisors held 2,454 shares of iShares S&P Mid-Cap 400 Value ETF worth $325K as of Q1 2026.
Bellwether Advisors sold 39 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $5.34K.
iShares S&P Mid-Cap 400 Value ETF made up 0.06% of Bellwether Advisors's portfolio in Q1 2026, its #126 holding.
Bellwether Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 16 quarters since.
Bellwether Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $401K in Q4 2021.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.