Cetera Investment Advisers’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Cetera Investment Advisers’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	$13.7M	Buy	103,300 +8,150	+9%	+$1.12M	0.01%	885
2025 Q4	$12.5M	Sell	95,150 -744	-0.8%	-$96.8K	0.01%	899
2025 Q3	$12.4M	Buy	95,894 +15,170	+19%	+$1.94M	0.01%	866
2025 Q2	$9.98M	Sell	80,724 -84,160	-51%	-$9.9M	0.02%	831
2025 Q1	$19.7M	Buy	164,884 +58,386	+55%	+$7.31M	0.04%	474
2024 Q4	$13.3M	Sell	106,498 -1,397	-1%	-$178K	0.03%	593
2024 Q3	$13.3M	Sell	107,895 -23,671	-18%	-$2.81M	0.03%	576
2024 Q2	$14.9M	Sell	131,566 -2,259	-2%	-$258K	0.03%	497
2024 Q1	$15.8M	Buy	133,825 +65,372	+95%	+$7.36M	0.04%	470
2023 Q4	$7.81M	Sell	68,453 -2,856	-4%	-$294K	0.06%	294
2023 Q3	$7.2M	Sell	71,309 -3,216	-4%	-$344K	0.06%	301
2023 Q2	$7.98M	Sell	74,525 -19,063	-20%	-$1.94M	0.07%	275
2023 Q1	$9.62M	Buy	93,588 +18,352	+24%	+$1.96M	0.08%	224
2022 Q4	$7.58M	Sell	75,236 -2,810	-4%	-$281K	0.07%	267
2022 Q3	$7.02M	Buy	78,046 +19,057	+32%	+$1.9M	0.14%	152
2022 Q2	$5.57M	Sell	58,989 -37,225	-39%	-$3.8M	0.09%	238
2022 Q1	$10.5M	Sell	96,214 -21,213	-18%	-$2.29M	0.15%	139
2021 Q4	$13M	Buy	117,427 +1,115	+1%	+$121K	0.19%	117
2021 Q3	$12M	Buy	116,312 +10,357	+10%	+$1.09M	0.19%	117
2021 Q2	$11.2M	Buy	105,955 +33,301	+46%	+$3.56M	0.18%	128
2021 Q1	$7.41M	Buy	72,654 +14,381	+25%	+$1.37M	0.15%	151
2020 Q4	$5.03M	Buy	58,273 +29,191	+100%	+$2.29M	0.1%	226
2020 Q3	$1.96M	Sell	29,082 -406	-1%	-$28K	0.16%	152
2020 Q2	$1.96M	Buy	+29,488	New	+$1.85M	0.18%	144

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

Cetera Investment Advisers's IJJ Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 8.6% in Q1 2026, buying an estimated $1.12M and bringing the position to 103,300 shares worth $13.7M. The position accounts for 0.01% of the portfolio, ranked #885.

Cetera Investment Advisers first reported a position in IJJ in Q2 2020 and has held it in 24 quarters since. The position peaked at $19.7M in Q1 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Cetera Investment Advisers held 103,300 shares of iShares S&P Mid-Cap 400 Value ETF worth $13.7M as of Q1 2026.
Cetera Investment Advisers bought 8,150 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $1.12M.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #885 holding.
Cetera Investment Advisers first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2020 and has held it in 24 quarters since.
Cetera Investment Advisers's iShares S&P Mid-Cap 400 Value ETF position peaked at $19.7M in Q1 2025.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.