Calamos Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Calamos Wealth Management’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	$512K	Buy	3,864 +786	+26%	+$108K	0.02%	294
2025 Q4	$405K	Buy	3,078 +567	+23%	+$73.8K	0.01%	300
2025 Q3	$326K	Sell	2,511 -133	-5%	-$17K	0.01%	327
2025 Q2	$327K	Buy	2,644 +148	+6%	+$17.4K	0.01%	278
2025 Q1	$299K	Buy	2,496 +786	+46%	+$98.4K	0.01%	257
2024 Q4	$214K	Buy	1,710 +68	+4%	+$8.68K	0.01%	290
2024 Q3	$203K	Buy	+1,642	New	+$195K	0.01%	292

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

Calamos Wealth Management's IJJ Position: Q1 2026 in Review

Calamos Wealth Management increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 26% in Q1 2026, buying an estimated $108K and bringing the position to 3,864 shares worth $512K. The position accounts for 0.02% of the portfolio, ranked #294.

Calamos Wealth Management first reported a position in IJJ in Q3 2024 and has held it in 7 quarters since. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Calamos Wealth Management held 3,864 shares of iShares S&P Mid-Cap 400 Value ETF worth $512K as of Q1 2026.
Calamos Wealth Management bought 786 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $108K.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Calamos Wealth Management's portfolio in Q1 2026, its #294 holding.
Calamos Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and has held it in 7 quarters since.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.