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

Callan 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	$409K	Buy	2,770 +1,000	+56%	+$141K	0.01%	884
2026 Q1	$235K	Sell	1,770 -1,332	-43%	-$182K	0.01%	1010
2025 Q4	$408K	Buy	3,102 +1,032	+50%	+$134K	0.01%	838
2025 Q3	$269K	Sell	2,070 -1,152	-36%	-$148K	0.01%	742
2025 Q2	$398K	Buy	3,222 +642	+25%	+$75.5K	0.01%	683
2025 Q1	$309K	Sell	2,580 -194	-7%	-$24.3K	0.02%	419
2024 Q4	$347K	Sell	2,774 -1,112	-29%	-$142K	0.02%	450
2024 Q3	$480K	Buy	3,886 +850	+28%	+$101K	0.08%	105
2024 Q2	$344K	Sell	3,036 -215	-7%	-$24.5K	0.07%	110
2024 Q1	$385K	Sell	3,251 -136	-4%	-$15.3K	0.09%	67
2023 Q4	$386K	Hold	3,387	–	–	0.1%	66
2023 Q3	$342K	Sell	3,387 -475	-12%	-$50.8K	0.09%	67
2023 Q2	$414K	Hold	3,862	–	–	0.11%	70
2023 Q1	$397K	Hold	3,862	–	–	0.1%	111
2022 Q4	$389K	Buy	+3,862	New	+$386K	0.13%	68

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

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

Callan Family Office increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 56% in Q2 2026, buying an estimated $141K and bringing the position to 2,770 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #884.

Callan Family Office first reported a position in IJJ in Q4 2022 and has held it in 15 quarters since. The position peaked at $480K in Q3 2024. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Callan Family Office held 2,770 shares of iShares S&P Mid-Cap 400 Value ETF worth $409K as of Q2 2026.
Callan Family Office bought 1,000 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $141K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #884 holding.
Callan Family Office first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 15 quarters since.
Callan Family Office's iShares S&P Mid-Cap 400 Value ETF position peaked at $480K in Q3 2024.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.