DFA
IJJ icon

DHJJ Financial Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

DHJJ Financial Advisors’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 		$106K Hold
798
– – 0.04% 281
2025
Q4 		$105K Hold
798
– – 0.03% 267
2025
Q3 		$104K Hold
798
– – 0.04% 256
2025
Q2 		$98.6K Hold
798
– – 0.04% 255
2025
Q1 		$95.5K Hold
798
– – 0.04% 227
2024
Q4 		$99.7K Hold
798
– – 0.04% 222
2024
Q3 		$98.6K Hold
798
– – 0.04% 219
2024
Q2 		$90.5K Hold
798
– – 0.04% 212
2024
Q1 		$94.4K Hold
798
– – 0.04% 202
2023
Q4 		$91K Hold
798
– – 0.04% 205
2023
Q3 		$80.5K Buy
+798
New +$85.3K 0.04% 204

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