Fifth Third Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Fifth Third Wealth Advisors’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	$4.64M	Sell	31,421 -741	-2%	-$105K	0.13%	117
2026 Q1	$4.26M	Sell	32,162 -879	-3%	-$120K	0.14%	115
2025 Q4	$4.35M	Sell	33,041 -3,229	-9%	-$420K	0.15%	110
2025 Q3	$4.7M	Sell	36,270 -1,666	-4%	-$213K	0.17%	96
2025 Q2	$4.69M	Sell	37,936 -5,706	-13%	-$671K	0.2%	91
2025 Q1	$5.23M	Buy	43,642 +17,040	+64%	+$2.13M	0.27%	59
2024 Q4	$3.32M	Sell	26,602 -90	-0.3%	-$11.5K	0.18%	84
2024 Q3	$3.3M	Buy	26,692 +2,157	+9%	+$256K	0.2%	71
2024 Q2	$2.78M	Buy	24,535 +742	+3%	+$84.6K	0.21%	64
2024 Q1	$2.81M	Buy	+23,793	New	+$2.68M	0.44%	41

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 22.96% 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

Fifth Third Wealth Advisors's IJJ Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.3% in Q2 2026, selling an estimated $105K and leaving 31,421 shares worth $4.64M. The position accounts for 0.13% of the portfolio, ranked #117.

Fifth Third Wealth Advisors first reported a position in IJJ in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.23M in Q1 2025. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Fifth Third Wealth Advisors held 31,421 shares of iShares S&P Mid-Cap 400 Value ETF worth $4.64M as of Q2 2026.
Fifth Third Wealth Advisors sold 741 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $105K.
iShares S&P Mid-Cap 400 Value ETF made up 0.13% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #117 holding.
Fifth Third Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 10 quarters since.
Fifth Third Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $5.23M in Q1 2025.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.