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

Financial Engines 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 Q1	$82.9M	Sell	625,330 -37,207	-6%	-$5.1M	0.17%	44
2025 Q4	$87.2M	Sell	662,537 -13,009	-2%	-$1.69M	0.17%	44
2025 Q3	$87.6M	Sell	675,546 -18,265	-3%	-$2.34M	0.17%	43
2025 Q2	$85.7M	Buy	693,811 +21,446	+3%	+$2.52M	0.17%	43
2025 Q1	$80.5M	Sell	672,365 -18,006	-3%	-$2.25M	0.17%	42
2024 Q4	$86.3M	Sell	690,371 -41,563	-6%	-$5.31M	0.18%	43
2024 Q3	$90.5M	Sell	731,934 -48,517	-6%	-$5.77M	0.19%	41
2024 Q2	$88.6M	Buy	780,451 +1,405	+0.2%	+$160K	0.2%	41
2024 Q1	$92.2M	Sell	779,046 -13,885	-2%	-$1.56M	0.21%	40
2023 Q4	$90.4M	Sell	792,931 -4,748	-0.6%	-$488K	0.21%	40
2023 Q3	$81M	Sell	797,679 -18,508	-2%	-$1.98M	0.21%	40
2023 Q2	$87.4M	Buy	816,187 +1,247	+0.2%	+$127K	0.22%	40
2023 Q1	$83.8M	Sell	814,940 -25,724	-3%	-$2.75M	0.22%	40
2022 Q4	$84.7M	Sell	840,664 -21,790	-3%	-$2.18M	0.24%	44
2022 Q3	$77.6M	Sell	862,454 -10,468	-1%	-$1.04M	0.25%	40
2022 Q2	$82.4M	Sell	872,922 -14,190	-2%	-$1.45M	0.25%	40
2022 Q1	$97.3M	Sell	887,112 -153,915	-15%	-$16.6M	0.26%	38
2021 Q4	$115M	Sell	1,041,027 -20,997	-2%	-$2.28M	0.31%	36
2021 Q3	$109M	Sell	1,062,024 -23,748	-2%	-$2.5M	0.32%	37
2021 Q2	$114M	Sell	1,085,772 -38,707	-3%	-$4.13M	0.33%	37
2021 Q1	$115M	Sell	1,124,479 -206,253	-15%	-$19.7M	0.36%	36
2020 Q4	$115M	Sell	1,330,732 -217,968	-14%	-$17.1M	0.39%	35
2020 Q3	$104M	Sell	1,548,700 -188,358	-11%	-$13M	0.42%	35
2020 Q2	$115M	Sell	1,737,058 -369,790	-18%	-$23.2M	0.51%	33
2020 Q1	$116M	Sell	2,106,848 -47,598	-2%	-$3.58M	0.62%	25
2019 Q4	$184M	Sell	2,154,446 -59,438	-3%	-$4.88M	0.89%	19
2019 Q3	$177M	Buy	2,213,884 +64,088	+3%	+$5.04M	0.95%	19
2019 Q2	$171M	Buy	2,149,796 +13,238	+0.6%	+$1.05M	1%	18
2019 Q1	$168M	Buy	2,136,558 +65,784	+3%	+$5.09M	0.92%	18
2018 Q4	$143M	Buy	+2,070,774	New	+$158M	0.99%	18

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

Financial Engines Advisors's IJJ Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 5.6% in Q1 2026, selling an estimated $5.1M and leaving 625,330 shares worth $82.9M. The position accounts for 0.17% of the portfolio, ranked #44.

Financial Engines Advisors first reported a position in IJJ in Q4 2018 and has held it in 30 quarters since. The position peaked at $184M in Q4 2019. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Financial Engines Advisors held 625,330 shares of iShares S&P Mid-Cap 400 Value ETF worth $82.9M as of Q1 2026.
Financial Engines Advisors sold 37,207 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $5.1M.
iShares S&P Mid-Cap 400 Value ETF made up 0.17% of Financial Engines Advisors's portfolio in Q1 2026, its #44 holding.
Financial Engines Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 30 quarters since.
Financial Engines Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $184M in Q4 2019.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.