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

Concurrent Investment 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 Q1	$2.44M	Buy	18,426 +242	+1%	+$33.1K	0.03%	554
2025 Q4	$2.39M	Buy	18,184 +7,524	+71%	+$979K	0.03%	519
2025 Q3	$1.38M	Buy	10,660 +9	+0.1%	+$1.15K	0.02%	561
2025 Q2	$1.32M	Sell	10,651 -17	-0.2%	-$2K	0.03%	532
2025 Q1	$1.28M	Sell	10,668 -407	-4%	-$51K	0.03%	478
2024 Q4	$1.38M	Buy	11,075 +201	+2%	+$25.7K	0.04%	415
2024 Q3	$1.34M	Buy	10,874 +1,085	+11%	+$129K	0.04%	401
2024 Q2	$1.11M	Buy	9,789 +77	+0.8%	+$8.78K	0.04%	403
2024 Q1	$1.15M	Sell	9,712 -16	-0.2%	-$1.8K	0.05%	352
2023 Q4	$1.11M	Buy	+9,728	New	+$1M	0.05%	319

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

Concurrent Investment Advisors's IJJ Position: Q1 2026 in Review

Concurrent Investment Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.3% in Q1 2026, buying an estimated $33.1K and bringing the position to 18,426 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #554.

Concurrent Investment Advisors first reported a position in IJJ in Q4 2023 and has held it in 10 quarters since. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Concurrent Investment Advisors held 18,426 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.44M as of Q1 2026.
Concurrent Investment Advisors bought 242 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $33.1K.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #554 holding.
Concurrent Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 10 quarters since.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.