ClientFirst Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

ClientFirst Wealth Management’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	$299K	Hold	2,258	–	–	0.25%	38
2025 Q4	$297K	Hold	2,258	–	–	0.24%	38
2025 Q3	$293K	Hold	2,258	–	–	0.23%	41
2025 Q2	$279K	Hold	2,258	–	–	0.29%	36
2025 Q1	$270K	Hold	2,258	–	–	0.31%	37
2024 Q4	$282K	Buy	+2,258	New	+$288K	0.29%	35
2023 Q3	$223K	Hold	2,258	–	–	0.27%	26
2023 Q2	$247K	Hold	2,258	–	–	0.29%	24
2023 Q1	$229K	Hold	2,258	–	–	0.3%	22
2022 Q4	$228K	Hold	2,258	–	–	0.29%	23
2022 Q3	$235K	Hold	2,258	–	–	0.29%	23
2022 Q2	$213K	Hold	2,258	–	–	0.32%	26
2022 Q1	$248K	Hold	2,258	–	–	0.23%	26
2021 Q4	$249K	Buy	+2,258	New	+$246K	0.22%	26

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

ClientFirst Wealth Management's IJJ Position: Q1 2026 in Review

ClientFirst Wealth Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 2,258 shares worth $299K. The position accounts for 0.25% of the portfolio, ranked #38.

ClientFirst Wealth Management first reported a position in IJJ in Q4 2021 and has held it in 14 quarters since. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

ClientFirst Wealth Management held 2,258 shares of iShares S&P Mid-Cap 400 Value ETF worth $299K as of Q1 2026.
ClientFirst Wealth Management left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.25% of ClientFirst Wealth Management's portfolio in Q1 2026, its #38 holding.
ClientFirst Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 14 quarters since.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on ClientFirst Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.