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

Essex Financial Services’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	$283K	Buy	1,914 +2	+0.1%	+$283	0.01%	673
2026 Q1	$253K	Sell	1,912 -11	-0.6%	-$1.51K	0.01%	667
2025 Q4	$253K	Sell	1,923 -9	-0.5%	-$1.17K	0.01%	666
2025 Q3	$251K	Buy	1,932 +3	+0.2%	+$384	0.02%	626
2025 Q2	$238K	Sell	1,929 -469	-20%	-$55.2K	0.02%	612
2025 Q1	$287K	Buy	2,398 +2	+0.1%	+$250	0.02%	507
2024 Q4	$299K	Sell	2,396 -144	-6%	-$18.4K	0.02%	492
2024 Q3	$317K	Sell	2,540 -23	-0.9%	-$2.73K	0.02%	480
2024 Q2	$297K	Buy	+2,563	New	+$292K	0.02%	480
2014 Q2	–	Sell	-3,374	Closed	-$203K	–	308
2014 Q1	$203K	Buy	+3,374	New	+$198K	0.07%	271

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Essex Financial Services's IJJ Position: Q2 2026 in Review

Essex Financial Services increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.1% in Q2 2026, buying an estimated $283 and bringing the position to 1,914 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #673.

Essex Financial Services first reported a position in IJJ in Q1 2014 and has held it in 10 quarters since. The position peaked at $317K in Q3 2024. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Essex Financial Services held 1,914 shares of iShares S&P Mid-Cap 400 Value ETF worth $283K as of Q2 2026.
Essex Financial Services bought 2 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $283.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #673 holding.
Essex Financial Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2014 and has held it in 10 quarters since.
Essex Financial Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $317K in Q3 2024.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.