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

Cornerstone Financial 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 Q2	$56.1K	Sell	380 -30	-7%	-$4.24K	0.05%	152
2026 Q1	$54.3K	Hold	410	–	–	0.05%	131
2025 Q4	$54K	Buy	+410	New	+$53.4K	0.05%	128

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

Cornerstone Financial Management's IJJ Position: Q2 2026 in Review

Cornerstone Financial Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 7.3% in Q2 2026, selling an estimated $4.24K and leaving 380 shares worth $56.1K. The position accounts for 0.05% of the portfolio, ranked #152.

Cornerstone Financial Management first reported a position in IJJ in Q4 2025 and has held it in 3 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Cornerstone Financial Management held 380 shares of iShares S&P Mid-Cap 400 Value ETF worth $56.1K as of Q2 2026.
Cornerstone Financial Management sold 30 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $4.24K.
iShares S&P Mid-Cap 400 Value ETF made up 0.05% of Cornerstone Financial Management's portfolio in Q2 2026, its #152 holding.
Cornerstone Financial Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2025 and has held it in 3 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.