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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
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

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

DDFG Inc's IJJ Position: Q2 2026 in Review

DDFG Inc reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.6% in Q2 2026, selling an estimated $49.7K and leaving 58,149 shares worth $8.59M. The position accounts for 1.71% of the portfolio, ranked #20.

DDFG Inc first reported a position in IJJ in Q4 2022 and has held it in 15 quarters since. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • DDFG Inc held 58,149 shares of iShares S&P Mid-Cap 400 Value ETF worth $8.59M as of Q2 2026.
  • DDFG Inc sold 351 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $49.7K.
  • iShares S&P Mid-Cap 400 Value ETF made up 1.71% of DDFG Inc's portfolio in Q2 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 15 quarters since.
  • 879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.