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

Claro Advisors’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	$562K	Sell	3,803 -1,106	-23%	-$156K	0.06%	252
2026 Q1	$650K	Sell	4,909 -366	-7%	-$50.1K	0.08%	197
2025 Q4	$694K	Sell	5,275 -764	-13%	-$99.5K	0.09%	186
2025 Q3	$783K	Sell	6,039 -727	-11%	-$93.1K	0.11%	159
2025 Q2	$836K	Sell	6,766 -3,833	-36%	-$451K	0.14%	141
2025 Q1	$1.27M	Sell	10,599 -362	-3%	-$45.3K	0.17%	115
2024 Q4	$1.37M	Sell	10,961 -597	-5%	-$76.2K	0.19%	99
2024 Q3	$1.43M	Sell	11,558 -46	-0.4%	-$5.47K	0.18%	112
2024 Q2	$1.32M	Buy	11,604 +9	+0.1%	+$1.03K	0.21%	98
2024 Q1	$1.37M	Buy	11,595 +1,822	+19%	+$205K	0.24%	89
2023 Q4	$1.11M	Buy	+9,773	New	+$1M	0.24%	89

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

Claro Advisors's IJJ Position: Q2 2026 in Review

Claro Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 23% in Q2 2026, selling an estimated $156K and leaving 3,803 shares worth $562K. The position accounts for 0.06% of the portfolio, ranked #252.

Claro Advisors first reported a position in IJJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q3 2024. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Claro Advisors held 3,803 shares of iShares S&P Mid-Cap 400 Value ETF worth $562K as of Q2 2026.
Claro Advisors sold 1,106 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $156K.
iShares S&P Mid-Cap 400 Value ETF made up 0.06% of Claro Advisors's portfolio in Q2 2026, its #252 holding.
Claro Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 11 quarters since.
Claro Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.43M in Q3 2024.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.