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

Fiduciary Trust’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 		$338K Hold
2,551
– – ﹤0.01% 699
2025
Q4 		$336K Sell
2,551
-423
-14% -$55.1K ﹤0.01% 680
2025
Q3 		$386K Hold
2,974
– – ﹤0.01% 627
2025
Q2 		$368K Sell
2,974
-621
-17% -$73.1K ﹤0.01% 621
2025
Q1 		$430K Buy
3,595
+770
+27% +$96.4K 0.01% 555
2024
Q4 		$353K Hold
2,825
– – ﹤0.01% 541
2024
Q3 		$349K Hold
2,825
– – ﹤0.01% 534
2024
Q2 		$321K Sell
2,825
-405
-13% -$46.2K ﹤0.01% 530
2024
Q1 		$382K Buy
3,230
+405
+14% +$45.6K 0.01% 511
2023
Q4 		$322K Sell
2,825
-65
-2% -$6.68K 0.01% 525
2023
Q3 		$292K Sell
2,890
-90
-3% -$9.62K 0.01% 531
2023
Q2 		$319K Buy
2,980
+92
+3% +$9.35K 0.01% 527
2023
Q1 		$297K Sell
2,888
-50
-2% -$5.34K 0.01% 539
2022
Q4 		$296K Sell
2,938
-50
-2% -$4.99K 0.01% 542
2022
Q3 		$269K Sell
2,988
-100
-3% -$9.95K 0.01% 544
2022
Q2 		$292K Hold
3,088
– – 0.01% 545
2022
Q1 		$339K Sell
3,088
-100
-3% -$10.8K 0.01% 542
2021
Q4 		$353K Hold
3,188
– – 0.01% 529
2021
Q3 		$328K Sell
3,188
-180
-5% -$18.9K 0.01% 550
2021
Q2 		$355K Hold
3,368
– – 0.01% 529
2021
Q1 		$343K Hold
3,368
– – 0.01% 513
2020
Q4 		$291K Sell
3,368
-116
-3% -$9.1K 0.01% 507
2020
Q3 		$235K Buy
+3,484
New +$241K 0.01% 500
2017
Q3 		– Sell
-1,994
Closed -$148K – 475
2017
Q2 		$148K Buy
+1,994
New +$147K ﹤0.01% 475
2016
Q4 		– Sell
-5,412
Closed -$360K – 445
2016
Q3 		$360K Hold
5,412
– – 0.01% 357
2016
Q2 		$347K Sell
5,412
-508
-9% -$32K 0.01% 363
2016
Q1 		$367K Hold
5,920
– – 0.01% 357
2015
Q4 		$347K Buy
5,920
+782
+15% +$47.3K 0.01% 319
2015
Q3 		$296K Hold
5,138
– – 0.01% 324
2015
Q2 		$331K Hold
5,138
– – 0.01% 292
2015
Q1 		$337K Buy
+5,138
New +$330K 0.01% 286

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 $530B 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 $666B 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

Fiduciary Trust's IJJ Position: Q1 2026 in Review

Fiduciary Trust held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 2,551 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Fiduciary Trust first reported a position in IJJ in Q1 2015 and has held it in 31 quarters since. The position peaked at $430K in Q1 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

  • Fiduciary Trust held 2,551 shares of iShares S&P Mid-Cap 400 Value ETF worth $338K as of Q1 2026.
  • Fiduciary Trust left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Fiduciary Trust's portfolio in Q1 2026, its #699 holding.
  • Fiduciary Trust first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2015 and has held it in 31 quarters since.
  • Fiduciary Trust's iShares S&P Mid-Cap 400 Value ETF position peaked at $430K in Q1 2025.
  • 842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.