Fairscale Capital’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Fairscale Capital’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	$659K	Buy	4,977 +135	+3%	+$18.5K	0.46%	35
2025 Q4	$637K	Buy	4,842 +929	+24%	+$121K	0.42%	40
2025 Q3	$508K	Hold	3,913	–	–	0.35%	44
2025 Q2	$488K	Buy	3,913 +430	+12%	+$50.6K	0.35%	45
2025 Q1	$417K	Buy	3,483 +433	+14%	+$54.2K	0.38%	45
2024 Q4	$381K	Hold	3,050	–	–	0.33%	49
2024 Q3	$377K	Hold	3,050	–	–	0.33%	48
2024 Q2	$369K	Buy	+3,050	New	+$348K	0.33%	51

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 $16.5B AUM 19.94% 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 $8.81B AUM 22.47% 1-Year Est. Return

Fairscale Capital's IJJ Position: Q1 2026 in Review

Fairscale Capital increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.8% in Q1 2026, buying an estimated $18.5K and bringing the position to 4,977 shares worth $659K. The position accounts for 0.46% of the portfolio, ranked #35.

Fairscale Capital first reported a position in IJJ in Q2 2024 and has held it in 8 quarters since. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Fairscale Capital held 4,977 shares of iShares S&P Mid-Cap 400 Value ETF worth $659K as of Q1 2026.
Fairscale Capital bought 135 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $18.5K.
iShares S&P Mid-Cap 400 Value ETF made up 0.46% of Fairscale Capital's portfolio in Q1 2026, its #35 holding.
Fairscale Capital first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2024 and has held it in 8 quarters since.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Fairscale Capital's 13F filing for Q1 2026, filed 11 May 2026.