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

Cosner Financial 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	$209K	Sell	1,578 -534	-25%	-$73.1K	0.11%	34
2025 Q4	$278K	Sell	2,112 -1,378	-39%	-$179K	0.14%	33
2025 Q3	$274K	Buy	3,490 +1,378	+65%	+$176K	0.15%	32
2025 Q2	$261K	Sell	2,112 -39	-2%	-$4.59K	0.15%	32
2025 Q1	$258K	Hold	2,151	–	–	0.16%	32
2024 Q4	$269K	Hold	2,151	–	–	0.17%	33
2024 Q3	$266K	Hold	2,151	–	–	0.17%	34
2024 Q2	$244K	Sell	2,151 -35	-2%	-$3.99K	0.17%	30
2024 Q1	$259K	Sell	2,186 -1	-0%	-$113	0.19%	32
2023 Q4	$249K	Sell	2,187 -52,610	-96%	-$5.41M	0.21%	31
2023 Q3	$5.53M	Buy	54,797 +16,063	+41%	+$1.72M	4.87%	11
2023 Q2	$4.15M	Buy	+38,734	New	+$3.93M	3.42%	11

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 $424B AUM 22.96% 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 $10.1B AUM 29.18% 1-Year Est. Return

Cosner Financial Group's IJJ Position: Q1 2026 in Review

Cosner Financial Group reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 25% in Q1 2026, selling an estimated $73.1K and leaving 1,578 shares worth $209K. The position accounts for 0.11% of the portfolio, ranked #34.

Cosner Financial Group first reported a position in IJJ in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.53M in Q3 2023. 845 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Cosner Financial Group held 1,578 shares of iShares S&P Mid-Cap 400 Value ETF worth $209K as of Q1 2026.
Cosner Financial Group sold 534 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $73.1K.
iShares S&P Mid-Cap 400 Value ETF made up 0.11% of Cosner Financial Group's portfolio in Q1 2026, its #34 holding.
Cosner Financial Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2023 and has held it in 12 quarters since.
Cosner Financial Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $5.53M in Q3 2023.
845 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Cosner Financial Group's 13F filing for Q1 2026, filed 1 May 2026.