Cardiff Park Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Cardiff Park Advisors’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	$1.17M	Hold	8,845	–	–	0.09%	106
2025 Q4	$1.16M	Sell	8,845 -121	-1%	-$15.8K	0.1%	109
2025 Q3	$1.16M	Hold	8,966	–	–	0.09%	117
2025 Q2	$1.11M	Hold	8,966	–	–	0.1%	111
2025 Q1	$1.07M	Hold	8,966	–	–	0.1%	104
2024 Q4	$1.12M	Hold	8,966	–	–	0.11%	100
2024 Q3	$1.11M	Hold	8,966	–	–	0.1%	97
2024 Q2	$1.02M	Hold	8,966	–	–	0.1%	98
2024 Q1	$1.06M	Hold	8,966	–	–	0.1%	99
2023 Q4	$1.02M	Hold	8,966	–	–	0.11%	92
2023 Q3	$905K	Hold	8,966	–	–	0.11%	92
2023 Q2	$961K	Hold	8,966	–	–	0.12%	89
2023 Q1	$921K	Hold	8,966	–	–	0.12%	92
2022 Q4	$904K	Sell	8,966 -1,666	-16%	-$166K	0.13%	97
2022 Q3	$957K	Buy	10,632 +12	+0.1%	+$1.2K	0.15%	84
2022 Q2	$1M	Buy	10,620 +20	+0.2%	+$2.04K	0.15%	81
2022 Q1	$1.16M	Buy	10,600 +12	+0.1%	+$1.29K	0.16%	68
2021 Q4	$1.17M	Buy	+10,588	New	+$1.15M	0.15%	67

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

Cardiff Park Advisors's IJJ Position: Q1 2026 in Review

Cardiff Park Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 8,845 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #106.

Cardiff Park Advisors first reported a position in IJJ in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.17M in Q4 2021. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Cardiff Park Advisors held 8,845 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.17M as of Q1 2026.
Cardiff Park Advisors 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 0.09% of Cardiff Park Advisors's portfolio in Q1 2026, its #106 holding.
Cardiff Park Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.17M in Q4 2021.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.