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

Boston Partners’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	–	Sell	-3,431	Closed	-$451K	–	809
2025 Q4	$451K	Buy	+3,431	New	+$447K	﹤0.01%	695
2025 Q1	–	Sell	-2,575	Closed	-$322K	–	732
2024 Q4	$322K	Buy	+2,575	New	+$329K	﹤0.01%	683

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Boston Partners's IJJ Position: Q1 2026 in Review

Boston Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026, closing a stake of 3,431 shares — an estimated $451K sold.

Boston Partners first reported a position in IJJ in Q4 2024 and held it in 2 quarters. The position peaked at $451K in Q4 2025. 848 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Boston Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
Boston Partners sold 3,431 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $451K.
Boston Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and held it in 2 quarters.
Boston Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $451K in Q4 2025.
848 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Boston Partners's 13F filing for Q1 2026, filed 11 May 2026.