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

Financial Perspectives’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	$38.7K	Hold	262	–	–	0.01%	368
2026 Q1	$34.7K	Hold	262	–	–	0.01%	368
2025 Q4	$34.5K	Hold	262	–	–	0.01%	364
2025 Q3	$34K	Hold	262	–	–	0.01%	366
2025 Q2	$32.4K	Hold	262	–	–	0.01%	363
2025 Q1	$31.4K	Hold	262	–	–	0.01%	355
2024 Q4	$32.7K	Hold	262	–	–	0.01%	345
2024 Q3	$32.4K	Hold	262	–	–	0.01%	324
2024 Q2	$29.7K	Hold	262	–	–	0.01%	326
2024 Q1	$31K	Hold	262	–	–	0.01%	328
2023 Q4	$29.9K	Hold	262	–	–	0.01%	326
2023 Q3	$26.4K	Hold	262	–	–	0.01%	324
2023 Q2	$28.1K	Hold	262	–	–	0.01%	326
2023 Q1	$26.9K	Hold	262	–	–	0.01%	322
2022 Q4	$26.4K	Hold	262	–	–	0.01%	325
2022 Q3	$23.6K	Hold	262	–	–	0.01%	322
2022 Q2	$24.7K	Hold	262	–	–	0.01%	319
2022 Q1	$28.7K	Hold	262	–	–	0.01%	317
2021 Q4	$29K	Hold	262	–	–	0.01%	311
2021 Q3	$27K	Hold	262	–	–	0.01%	323
2021 Q2	$27.6K	Hold	262	–	–	0.01%	338
2021 Q1	$26.7K	Hold	262	–	–	0.01%	319
2020 Q4	$22.6K	Hold	262	–	–	0.01%	322
2020 Q3	$17.7K	Hold	262	–	–	0.01%	306
2020 Q2	$17.4K	Hold	262	–	–	0.01%	298
2020 Q1	$14.4K	Hold	262	–	–	0.01%	278
2019 Q4	$22.4K	Buy	+262	New	+$21.5K	0.02%	247

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

Financial Perspectives's IJJ Position: Q2 2026 in Review

Financial Perspectives held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 262 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #368.

Financial Perspectives first reported a position in IJJ in Q4 2019 and has held it in 27 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Financial Perspectives held 262 shares of iShares S&P Mid-Cap 400 Value ETF worth $38.7K as of Q2 2026.
Financial Perspectives 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 0.01% of Financial Perspectives's portfolio in Q2 2026, its #368 holding.
Financial Perspectives first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 27 quarters since.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.