DI
IJJ icon

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

DDFG Inc’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 		$8.11M Buy
58,859
+710
+1% +$104K 1.6% 20
2026
Q2 		$8.59M Sell
58,149
-351
-0.6% -$49.7K 1.71% 20
2026
Q1 		$7.75M Buy
58,500
+1,297
+2% +$178K 1.67% 20
2025
Q4 		$7.53M Buy
57,203
+1,119
+2% +$146K 1.65% 18
2025
Q3 		$7.28M Buy
56,084
+12,929
+30% +$1.66M 1.68% 17
2025
Q2 		$5.33M Buy
43,155
+2,014
+5% +$237K 1.34% 21
2025
Q1 		$4.93M Buy
41,141
+16,999
+70% +$2.13M 1.37% 19
2024
Q4 		$3.02M Buy
24,142
+42
+0.2% +$5.36K 0.87% 22
2024
Q3 		$2.98M Sell
24,100
-444
-2% -$52.8K 0.85% 23
2024
Q2 		$2.78M Sell
24,544
-73
-0.3% -$8.33K 0.86% 22
2024
Q1 		$2.91M Sell
24,617
-20,788
-46% -$2.34M 0.93% 22
2023
Q4 		$5.18M Buy
45,405
+83
+0.2% +$8.54K 1.75% 16
2023
Q3 		$4.57M Sell
45,322
-989
-2% -$106K 1.69% 17
2023
Q2 		$4.96M Buy
46,311
+178
+0.4% +$18.1K 1.83% 16
2023
Q1 		$4.74M Sell
46,133
-1,060
-2% -$113K 1.84% 16
2022
Q4 		$4.76M Buy
+47,193
New +$4.71M 1.97% 16

Other funds holding IJJ

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

DDFG Inc's IJJ Position: Q3 2026 in Review

DDFG Inc increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.2% in Q3 2026, buying an estimated $104K and bringing the position to 58,859 shares worth $8.11M. The position accounts for 1.6% of the portfolio, ranked #20.

DDFG Inc first reported a position in IJJ in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.59M in Q2 2026. 406 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

  • DDFG Inc held 58,859 shares of iShares S&P Mid-Cap 400 Value ETF worth $8.11M as of Q3 2026.
  • DDFG Inc bought 710 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $104K.
  • iShares S&P Mid-Cap 400 Value ETF made up 1.6% of DDFG Inc's portfolio in Q3 2026, its #20 holding.
  • DDFG Inc first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 16 quarters since.
  • DDFG Inc's iShares S&P Mid-Cap 400 Value ETF position peaked at $8.59M in Q2 2026.
  • 406 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.