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

Blankinship & Foster’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	$281K	Hold	2,123	–	–	0.06%	63
2025 Q4	$279K	Hold	2,123	–	–	0.06%	62
2025 Q3	$275K	Hold	2,123	–	–	0.06%	63
2025 Q2	$262K	Buy	+2,123	New	+$250K	0.06%	64
2021 Q2	–	Sell	-2,600	Closed	-$265K	–	55
2021 Q1	$265K	Hold	2,600	–	–	0.11%	49
2020 Q4	$224K	Buy	+2,600	New	+$204K	0.09%	48
2020 Q1	–	Sell	-2,600	Closed	-$222K	–	50
2019 Q4	$222K	Hold	2,600	–	–	0.12%	42
2019 Q3	$208K	Hold	2,600	–	–	0.12%	42
2019 Q2	$207K	Hold	2,600	–	–	0.12%	44
2019 Q1	$204K	Buy	+2,600	New	+$201K	0.13%	45
2018 Q4	–	Sell	-2,600	Closed	-$218K	–	48
2018 Q3	$218K	Hold	2,600	–	–	0.14%	36
2018 Q2	$211K	Hold	2,600	–	–	0.14%	32
2018 Q1	$201K	Hold	2,600	–	–	0.13%	36
2017 Q4	$208K	Buy	+2,600	New	+$203K	0.13%	36

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 $18.1B AUM 24.63% 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 $10.1B AUM 29.18% 1-Year Est. Return

Blankinship & Foster's IJJ Position: Q1 2026 in Review

Blankinship & Foster held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 2,123 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #63.

Blankinship & Foster first reported a position in IJJ in Q4 2017 and has held it in 14 quarters since. 844 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Blankinship & Foster held 2,123 shares of iShares S&P Mid-Cap 400 Value ETF worth $281K as of Q1 2026.
Blankinship & Foster left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.06% of Blankinship & Foster's portfolio in Q1 2026, its #63 holding.
Blankinship & Foster first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and has held it in 14 quarters since.
844 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Blankinship & Foster's 13F filing for Q1 2026, filed 17 Apr 2026.