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 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 $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Essex Financial Services's IJJ Position: Q1 2026 in Review

Essex Financial Services reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.57% in Q1 2026, selling an estimated $1.51K and leaving 1,912 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #667.

Essex Financial Services first reported a position in IJJ in Q1 2014 and has held it in 9 quarters since. The position peaked at $317K in Q3 2024. 844 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Essex Financial Services held 1,912 shares of iShares S&P Mid-Cap 400 Value ETF worth $253K as of Q1 2026.
Essex Financial Services sold 11 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $1.51K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #667 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 9 quarters since.
Essex Financial Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $317K in Q3 2024.
844 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.