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

Fiduciary Financial Group’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	$519K	Hold	3,515	–	–	0.06%	187
2026 Q1	$466K	Buy	3,515 +86	+3%	+$11.8K	0.06%	184
2025 Q4	$451K	Hold	3,429	–	–	0.06%	179
2025 Q3	$445K	Sell	3,429 -1	-0%	-$128	0.07%	163
2025 Q2	$431K	Hold	3,430	–	–	0.08%	153
2025 Q1	$371K	Hold	3,430	–	–	0.08%	150
2024 Q4	$423K	Buy	3,430 +98	+3%	+$12.5K	0.09%	135
2024 Q3	$407K	Hold	3,332	–	–	0.09%	141
2024 Q2	$404K	Buy	+3,332	New	+$380K	0.1%	128

Other funds holding IJJ

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CFB

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Fiduciary Financial Group's IJJ Position: Q2 2026 in Review

Fiduciary Financial Group held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 3,515 shares worth $519K. The position accounts for 0.06% of the portfolio, ranked #187.

Fiduciary Financial Group first reported a position in IJJ in Q2 2024 and has held it in 9 quarters since. 432 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Fiduciary Financial Group held 3,515 shares of iShares S&P Mid-Cap 400 Value ETF worth $519K as of Q2 2026.
Fiduciary Financial Group left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.06% of Fiduciary Financial Group's portfolio in Q2 2026, its #187 holding.
Fiduciary Financial Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2024 and has held it in 9 quarters since.
432 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.