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

Financial Freedom LLC’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 		– Sell
-288
Closed -$37.9K – 430
2025
Q4 		$37.9K Hold
288
– – 0.02% 179
2025
Q3 		$37.4K Buy
+288
New +$36.9K 0.02% 182

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 $18.1B AUM 24.63% 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 $10.1B AUM 29.18% 1-Year Est. Return

Financial Freedom LLC's IJJ Position: Q1 2026 in Review

Financial Freedom LLC sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026, closing a stake of 288 shares — an estimated $37.9K sold.

Financial Freedom LLC first reported a position in IJJ in Q3 2025 and held it in 2 quarters. The position peaked at $37.9K in Q4 2025. 843 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

  • Financial Freedom LLC reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 288 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $37.9K.
  • Financial Freedom LLC first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2025 and held it in 2 quarters.
  • Financial Freedom LLC's iShares S&P Mid-Cap 400 Value ETF position peaked at $37.9K in Q4 2025.
  • 843 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.