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

Cerity 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 Q2	$38.9M	Sell	263,246 -2,755	-1%	-$390K	0.05%	300
2026 Q1	$35.2M	Buy	266,001 +36,056	+16%	+$4.94M	0.05%	309
2025 Q4	$30.3M	Buy	229,945 +974	+0.4%	+$127K	0.04%	316
2025 Q3	$29.7M	Buy	228,971 +6,233	+3%	+$798K	0.05%	301
2025 Q2	$27.5M	Sell	222,738 -8,376	-4%	-$985K	0.05%	306
2025 Q1	$27.7M	Buy	231,114 +266	+0.1%	+$33.3K	0.06%	275
2024 Q4	$28.8M	Sell	230,848 -2,587	-1%	-$330K	0.06%	246
2024 Q3	$28.9M	Buy	233,435 +5,271	+2%	+$627K	0.06%	253
2024 Q2	$25.9M	Sell	228,164 -5,976	-3%	-$682K	0.07%	240
2024 Q1	$27.7M	Sell	234,140 -3,249	-1%	-$366K	0.07%	239
2023 Q4	$27.1M	Sell	237,389 -5,584	-2%	-$574K	0.09%	207
2023 Q3	$24.7M	Sell	242,973 -30,105	-11%	-$3.22M	0.12%	167
2023 Q2	$29.3M	Sell	273,078 -240,034	-47%	-$24.4M	0.11%	178
2023 Q1	$50.8M	Buy	513,112 +15,980	+3%	+$1.71M	0.12%	126
2022 Q4	$50.1M	Buy	497,132 +37,524	+8%	+$3.75M	0.32%	76
2022 Q3	$41.4M	Sell	459,608 -4,889	-1%	-$487K	0.5%	37
2022 Q2	$43.9M	Buy	464,497 +459,862	+9,922%	+$46.9M	0.48%	37
2022 Q1	$508K	Sell	4,635 -2,030	-30%	-$219K	0.01%	589
2021 Q4	$738K	Buy	6,665 +1,526	+30%	+$166K	0.01%	497
2021 Q3	$529K	Buy	5,139 +199	+4%	+$20.9K	0.01%	449
2021 Q2	$520K	Sell	4,940 -369	-7%	-$39.4K	0.01%	461
2021 Q1	$541K	Buy	5,309 +327	+7%	+$31.2K	0.01%	435
2020 Q4	$430K	Buy	4,982 +94	+2%	+$7.37K	0.01%	436
2020 Q3	$330K	Sell	4,888 -16	-0.3%	-$1.1K	0.01%	385
2020 Q2	$326K	Sell	4,904 -54	-1%	-$3.39K	0.02%	341
2020 Q1	$272K	Hold	4,958	–	–	0.02%	358
2019 Q4	$423K	Buy	4,958 +504	+11%	+$41.4K	0.02%	364
2019 Q3	$356K	Buy	+4,454	New	+$351K	0.02%	364

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

Cerity Partners's IJJ Position: Q2 2026 in Review

Cerity Partners reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1% in Q2 2026, selling an estimated $390K and leaving 263,246 shares worth $38.9M. The position accounts for 0.05% of the portfolio, ranked #300.

Cerity Partners first reported a position in IJJ in Q3 2019 and has held it in 28 quarters since. The position peaked at $50.8M in Q1 2023. 875 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Cerity Partners held 263,246 shares of iShares S&P Mid-Cap 400 Value ETF worth $38.9M as of Q2 2026.
Cerity Partners sold 2,755 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $390K.
iShares S&P Mid-Cap 400 Value ETF made up 0.05% of Cerity Partners's portfolio in Q2 2026, its #300 holding.
Cerity Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2019 and has held it in 28 quarters since.
Cerity Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $50.8M in Q1 2023.
875 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.