Clark Capital Management Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Clark Capital Management 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	$613K	Hold	4,149	–	–	﹤0.01%	375
2026 Q1	$550K	Sell	4,149 -351	-8%	-$48.1K	﹤0.01%	370
2025 Q4	$592K	Hold	4,500	–	–	﹤0.01%	351
2025 Q3	$584K	Buy	4,500 +221	+5%	+$28.3K	﹤0.01%	334
2025 Q2	$529K	Hold	4,279	–	–	﹤0.01%	328
2025 Q1	$512K	Buy	+4,279	New	+$536K	﹤0.01%	341

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 22.9% 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

Clark Capital Management Group's IJJ Position: Q2 2026 in Review

Clark Capital Management Group held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 4,149 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Clark Capital Management Group first reported a position in IJJ in Q1 2025 and has held it in 6 quarters since. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Clark Capital Management Group held 4,149 shares of iShares S&P Mid-Cap 400 Value ETF worth $613K as of Q2 2026.
Clark Capital Management Group left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #375 holding.
Clark Capital Management Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and has held it in 6 quarters since.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.