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 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 $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 $18.1B AUM 24.63% 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

Clark Capital Management Group's IJJ Position: Q1 2026 in Review

Clark Capital Management Group reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 7.8% in Q1 2026, selling an estimated $48.1K and leaving 4,149 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Clark Capital Management Group first reported a position in IJJ in Q1 2025 and has held it in 5 quarters since. The position peaked at $592K in Q4 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Clark Capital Management Group held 4,149 shares of iShares S&P Mid-Cap 400 Value ETF worth $550K as of Q1 2026.
Clark Capital Management Group sold 351 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $48.1K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Clark Capital Management Group's portfolio in Q1 2026, its #370 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 5 quarters since.
Clark Capital Management Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $592K in Q4 2025.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.