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

Berman McAleer’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	$1.71M	Sell	11,569 -200	-2%	-$28.3K	0.2%	49
2026 Q1	$1.56M	Sell	11,769 -950	-7%	-$130K	0.21%	47
2025 Q4	$1.67M	Sell	12,719 -305	-2%	-$39.7K	0.23%	46
2025 Q3	$1.69M	Buy	+13,024	New	+$1.67M	0.24%	44

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

Berman McAleer's IJJ Position: Q2 2026 in Review

Berman McAleer reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.7% in Q2 2026, selling an estimated $28.3K and leaving 11,569 shares worth $1.71M. The position accounts for 0.2% of the portfolio, ranked #49.

Berman McAleer first reported a position in IJJ in Q3 2025 and has held it in 4 quarters since. 872 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Berman McAleer held 11,569 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.71M as of Q2 2026.
Berman McAleer sold 200 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $28.3K.
iShares S&P Mid-Cap 400 Value ETF made up 0.2% of Berman McAleer's portfolio in Q2 2026, its #49 holding.
Berman McAleer first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2025 and has held it in 4 quarters since.
872 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.