CX Institutional’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

CX Institutional’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	$34K	Buy	232 +1	+0.4%	+$141	﹤0.01%	1048
2026 Q1	$31K	Sell	231 -134	-37%	-$18.4K	﹤0.01%	1044
2025 Q4	$48K	Buy	365 +2	+0.6%	+$260	﹤0.01%	973
2025 Q3	$47K	Buy	363 +134	+59%	+$17.2K	﹤0.01%	952
2025 Q2	$28K	Hold	229	–	–	﹤0.01%	932
2025 Q1	$27K	Buy	+229	New	+$28.7K	﹤0.01%	919
2022 Q3	–	Sell	-453	Closed	-$43K	–	787
2022 Q2	$43K	Buy	+453	New	+$46.2K	﹤0.01%	708

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

CX Institutional's IJJ Position: Q2 2026 in Review

CX Institutional increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.43% in Q2 2026, buying an estimated $141 and bringing the position to 232 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

CX Institutional first reported a position in IJJ in Q2 2022 and has held it in 7 quarters since. The position peaked at $48K in Q4 2025. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

CX Institutional held 232 shares of iShares S&P Mid-Cap 400 Value ETF worth $34K as of Q2 2026.
CX Institutional bought 1 iShares S&P Mid-Cap 400 Value ETF share in Q2 2026, an estimated $141.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1048 holding.
CX Institutional first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2022 and has held it in 7 quarters since.
CX Institutional's iShares S&P Mid-Cap 400 Value ETF position peaked at $48K in Q4 2025.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.