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
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 $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return