Boston Family Office’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Boston Family Office’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	$468K	Sell	3,166 -186	-6%	-$26.3K	0.03%	230
2026 Q1	$444K	Sell	3,352 -547	-14%	-$74.9K	0.03%	232
2025 Q4	$513K	Sell	3,899 -25	-0.6%	-$3.25K	0.03%	214
2025 Q3	$509K	Sell	3,924 -446	-10%	-$57.1K	0.03%	208
2025 Q2	$540K	Sell	4,370 -166	-4%	-$19.5K	0.04%	200
2025 Q1	$543K	Sell	4,536 -1,253	-22%	-$157K	0.04%	195
2024 Q4	$723K	Sell	5,789 -463	-7%	-$59.1K	0.05%	174
2024 Q3	$773K	Sell	6,252 -767	-11%	-$91.2K	0.05%	169
2024 Q2	$796K	Hold	7,019	–	–	0.06%	165
2024 Q1	$830K	Sell	7,019 -1,663	-19%	-$187K	0.06%	158
2023 Q4	$990K	Sell	8,682 -2,798	-24%	-$288K	0.07%	151
2023 Q3	$1.16M	Sell	11,480 -1,508	-12%	-$161K	0.1%	138
2023 Q2	$1.39M	Hold	12,988	–	–	0.11%	127
2023 Q1	$1.33M	Sell	12,988 -2,462	-16%	-$263K	0.11%	133
2022 Q4	$1.56M	Hold	15,450	–	–	0.13%	123
2022 Q3	$1.39M	Hold	15,450	–	–	0.12%	120
2022 Q2	$1.46M	Buy	15,450 +11,000	+247%	+$1.12M	0.12%	120
2022 Q1	$488K	Hold	4,450	–	–	0.03%	208
2021 Q4	$493K	Buy	+4,450	New	+$484K	0.03%	213

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

Boston Family Office's IJJ Position: Q2 2026 in Review

Boston Family Office reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 5.5% in Q2 2026, selling an estimated $26.3K and leaving 3,166 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #230.

Boston Family Office first reported a position in IJJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q4 2022. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Boston Family Office held 3,166 shares of iShares S&P Mid-Cap 400 Value ETF worth $468K as of Q2 2026.
Boston Family Office sold 186 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $26.3K.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Boston Family Office's portfolio in Q2 2026, its #230 holding.
Boston Family Office first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 19 quarters since.
Boston Family Office's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.56M in Q4 2022.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.