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

CRA Financial Services’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 		$395K Sell
2,672
-25
-0.9% -$3.54K 0.05% 228
2026
Q1 		$357K Hold
2,697
– – 0.05% 220
2025
Q4 		$355K Hold
2,697
– – 0.05% 218
2025
Q3 		$350K Sell
2,697
-30
-1% -$3.84K 0.05% 214
2025
Q2 		$337K Hold
2,727
– – 0.05% 205
2025
Q1 		$326K Hold
2,727
– – 0.06% 194
2024
Q4 		$341K Sell
2,727
-59
-2% -$7.53K 0.06% 186
2024
Q3 		$344K Sell
2,786
-50
-2% -$5.95K 0.06% 176
2024
Q2 		$322K Hold
2,836
– – 0.06% 170
2024
Q1 		$335K Buy
2,836
+59
+2% +$6.64K 0.07% 160
2023
Q4 		$317K Hold
2,777
– – 0.08% 157
2023
Q3 		$280K Sell
2,777
-50
-2% -$5.34K 0.08% 156
2023
Q2 		$303K Hold
2,827
– – 0.08% 145
2023
Q1 		$291K Buy
2,827
+52
+2% +$5.56K 0.09% 152
2022
Q4 		$280K Sell
2,775
-10
-0.4% -$999 0.09% 150
2022
Q3 		$251K Sell
2,785
-49
-2% -$4.88K 0.09% 157
2022
Q2 		$268K Sell
2,834
-91
-3% -$9.28K 0.09% 157
2022
Q1 		$321K Buy
2,925
+41
+1% +$4.42K 0.1% 142
2021
Q4 		$319K Sell
2,884
-200
-6% -$21.8K 0.09% 150
2021
Q3 		$318K Hold
3,084
– – 0.11% 138
2021
Q2 		$325K Hold
3,084
– – 0.11% 130
2021
Q1 		$314K Hold
3,084
– – 0.12% 121
2020
Q4 		$266K Sell
3,084
-50
-2% -$3.92K 0.11% 125
2020
Q3 		$211K Sell
3,134
-100
-3% -$6.91K 0.1% 133
2020
Q2 		$215K Buy
+3,234
New +$203K 0.11% 127
2020
Q1 		– Sell
-3,414
Closed -$291K – 137
2019
Q4 		$291K Sell
3,414
-94
-3% -$7.72K 0.16% 110
2019
Q3 		$280K Sell
3,508
-90
-3% -$7.08K 0.17% 110
2019
Q2 		$287K Sell
3,598
-40
-1% -$3.17K 0.17% 109
2019
Q1 		$286K Sell
3,638
-80
-2% -$6.19K 0.19% 112
2018
Q4 		$257K Buy
+3,718
New +$284K 0.19% 113

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CRA Financial Services's IJJ Position: Q2 2026 in Review

CRA Financial Services reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.93% in Q2 2026, selling an estimated $3.54K and leaving 2,672 shares worth $395K. The position accounts for 0.05% of the portfolio, ranked #228.

CRA Financial Services first reported a position in IJJ in Q4 2018 and has held it in 30 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • CRA Financial Services held 2,672 shares of iShares S&P Mid-Cap 400 Value ETF worth $395K as of Q2 2026.
  • CRA Financial Services sold 25 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $3.54K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.05% of CRA Financial Services's portfolio in Q2 2026, its #228 holding.
  • CRA Financial Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 30 quarters since.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.