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Citizens Financial Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Citizens Financial Group’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 		$1.51M Buy
10,192
+2,235
+28% +$316K 0.02% 352
2026
Q1 		$1.05M Buy
7,957
+19
+0.2% +$2.6K 0.01% 383
2025
Q4 		$1.04M Sell
7,938
-589
-7% -$76.7K 0.01% 388
2025
Q3 		$1.11M Buy
8,527
+27
+0.3% +$3.46K 0.02% 379
2025
Q2 		$1.05M Sell
8,500
-114
-1% -$13.4K 0.02% 342
2025
Q1 		$1.03M Buy
8,614
+162
+2% +$20.3K 0.02% 316
2024
Q4 		$1.06M Buy
8,452
+265
+3% +$33.8K 0.02% 293
2024
Q3 		$1.01M Buy
8,187
+96
+1% +$11.4K 0.02% 286
2024
Q2 		$918K Buy
8,091
+1,147
+17% +$131K 0.02% 281
2024
Q1 		$821K Buy
6,944
+28
+0.4% +$3.15K 0.03% 221
2023
Q4 		$789K Buy
6,916
+657
+10% +$67.6K 0.03% 233
2023
Q3 		$635K Hold
6,259
– – 0.03% 214
2023
Q2 		$671K Buy
6,259
+17
+0.3% +$1.73K 0.02% 238
2023
Q1 		$642K Buy
6,242
+22
+0.4% +$2.35K 0.02% 260
2022
Q4 		$627K Buy
6,220
+64
+1% +$6.39K 0.02% 235
2022
Q3 		$554K Hold
6,156
– – 0.02% 248
2022
Q2 		$581K Buy
6,156
+20
+0.3% +$2.04K 0.02% 249
2022
Q1 		$673K Buy
6,136
+18
+0.3% +$1.94K 0.02% 255
2021
Q4 		$677K Buy
6,118
+51
+0.8% +$5.55K 0.02% 254
2021
Q3 		$625K Hold
6,067
– – 0.02% 262
2021
Q2 		$639K Buy
6,067
+34
+0.6% +$3.63K 0.03% 212
2021
Q1 		$615K Hold
6,033
– – 0.03% 194
2020
Q4 		$521K Buy
6,033
+21
+0.3% +$1.65K 0.03% 191
2020
Q3 		$417K Sell
6,012
-660
-10% -$45.6K 0.03% 190
2020
Q2 		$444K Sell
6,672
-780
-10% -$48.9K 0.03% 198
2020
Q1 		$409K Buy
7,452
+6,766
+986% +$509K 0.03% 201
2019
Q4 		$59K Hold
686
– – ﹤0.01% 406
2019
Q3 		$55K Hold
686
– – ﹤0.01% 354
2019
Q2 		$55K Hold
686
– – ﹤0.01% 351
2019
Q1 		$54K Hold
686
– – ﹤0.01% 343
2018
Q4 		$47K Hold
686
– – ﹤0.01% 299
2018
Q3 		$57K Sell
686
-124
-15% -$10.4K ﹤0.01% 311
2018
Q2 		$66K Hold
810
– – 0.01% 285
2018
Q1 		$63K Sell
810
-80
-9% -$6.34K 0.01% 303
2017
Q4 		$71K Hold
890
– – 0.01% 303
2017
Q3 		$68K Hold
890
– – 0.01% 312
2017
Q2 		$66K Sell
890
-680
-43% -$50.2K 0.01% 310
2017
Q1 		$117K Hold
1,570
– – 0.01% 279
2016
Q4 		$114K Hold
1,570
– – 0.01% 278
2016
Q3 		$104K Sell
1,570
-150
-9% -$9.91K 0.01% 292
2016
Q2 		$110K Sell
1,720
-80
-4% -$5.03K 0.01% 284
2016
Q1 		$112K Sell
1,800
-100
-5% -$5.67K 0.01% 281
2015
Q4 		$111K Buy
+1,900
New +$115K 0.01% 289

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citizens Financial Group's IJJ Position: Q2 2026 in Review

Citizens Financial Group increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 28% in Q2 2026, buying an estimated $316K and bringing the position to 10,192 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #352.

Citizens Financial Group first reported a position in IJJ in Q4 2015 and has held it in 43 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Citizens Financial Group held 10,192 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.51M as of Q2 2026.
  • Citizens Financial Group bought 2,235 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $316K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Citizens Financial Group's portfolio in Q2 2026, its #352 holding.
  • Citizens Financial Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2015 and has held it in 43 quarters since.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.