D.B. Root & Company’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

D.B. Root & Company’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 Q3	$4.4M	Sell	31,962 -14,528	-31%	-$2.13M	0.95%	22
2026 Q2	$6.87M	Sell	46,490 -772	-2%	-$109K	1.46%	14
2026 Q1	$6.26M	Buy	47,262 +2,007	+4%	+$275K	1.5%	12
2025 Q4	$5.96M	Buy	45,255 +41,216	+1,020%	+$5.37M	1.45%	12
2025 Q3	$524K	Buy	+4,039	New	+$517K	0.13%	104
2020 Q4	–	Sell	-5,892	Closed	-$397K	–	206
2020 Q3	$397K	Buy	5,892 +486	+9%	+$33.6K	0.16%	148
2020 Q2	$359K	Sell	5,406 -58	-1%	-$3.64K	0.16%	154
2020 Q1	$299K	Sell	5,464 -1,306	-19%	-$98.2K	0.15%	155
2019 Q4	$577K	Sell	6,770 -86	-1%	-$7.07K	0.25%	113
2019 Q3	$548K	Sell	6,856 -192	-3%	-$15.1K	0.26%	116
2019 Q2	$562K	Buy	7,048 +422	+6%	+$33.5K	0.25%	111
2019 Q1	$520K	Buy	6,626 +236	+4%	+$18.3K	0.22%	123
2018 Q4	$442K	Sell	6,390 -2,548	-29%	-$195K	0.22%	117
2018 Q3	$748K	Buy	8,938 +244	+3%	+$20.4K	0.33%	97
2018 Q2	$704K	Buy	8,694 +4,628	+114%	+$370K	0.33%	107
2018 Q1	$314K	Buy	+4,066	New	+$322K	0.17%	154

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

D.B. Root & Company's IJJ Position: Q3 2026 in Review

D.B. Root & Company reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 31% in Q3 2026, selling an estimated $2.13M and leaving 31,962 shares worth $4.4M. The position accounts for 0.95% of the portfolio, ranked #22.

D.B. Root & Company first reported a position in IJJ in Q1 2018 and has held it in 16 quarters since. The position peaked at $6.87M in Q2 2026. 615 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

D.B. Root & Company held 31,962 shares of iShares S&P Mid-Cap 400 Value ETF worth $4.4M as of Q3 2026.
D.B. Root & Company sold 14,528 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $2.13M.
iShares S&P Mid-Cap 400 Value ETF made up 0.95% of D.B. Root & Company's portfolio in Q3 2026, its #22 holding.
D.B. Root & Company first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2018 and has held it in 16 quarters since.
D.B. Root & Company's iShares S&P Mid-Cap 400 Value ETF position peaked at $6.87M in Q2 2026.
615 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on D.B. Root & Company's 13F filing for Q3 2026, filed 4 Nov 2026.