First Command Advisory Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

First Command Advisory Services’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	$550K	Sell	4,152 -235	-5%	-$32.2K	﹤0.01%	131
2025 Q4	$577K	Sell	4,387 -225	-5%	-$29.3K	﹤0.01%	122
2025 Q3	$598K	Sell	4,612 -321	-7%	-$41.1K	﹤0.01%	119
2025 Q2	$610K	Sell	4,933 -360	-7%	-$42.4K	0.01%	111
2025 Q1	$634K	Sell	5,293 -1,172	-18%	-$147K	0.01%	105
2024 Q4	$808K	Sell	6,465 -669	-9%	-$85.4K	0.01%	85
2024 Q3	$882K	Sell	7,134 -940	-12%	-$112K	0.01%	84
2024 Q2	$916K	Sell	8,074 -226	-3%	-$25.8K	0.01%	72
2024 Q1	$982K	Sell	8,300 -66	-0.8%	-$7.43K	0.01%	67
2023 Q4	$954K	Sell	8,366 -1,627	-16%	-$167K	0.01%	59
2023 Q3	$1.01M	Buy	9,993 +9,263	+1,269%	+$990K	0.01%	55
2023 Q2	$78.2K	Sell	730 -373	-34%	-$37.9K	﹤0.01%	13
2023 Q1	$113K	Hold	1,103	–	–	﹤0.01%	12
2022 Q4	$111K	Hold	1,103	–	–	﹤0.01%	11
2022 Q3	$99K	Hold	1,103	–	–	﹤0.01%	10
2022 Q2	$104K	Sell	1,103 -407	-27%	-$41.5K	﹤0.01%	11
2022 Q1	$166K	Sell	1,510 -7,966,684	-100%	-$860M	﹤0.01%	10
2021 Q4	$882M	Sell	7,968,194 -383,685	-5%	-$41.8M	11.21%	5
2021 Q3	$861M	Buy	8,351,879 +160,639	+2%	+$16.9M	11.55%	5
2021 Q2	$864M	Buy	8,191,240 +286,864	+4%	+$30.6M	11.44%	5
2021 Q1	$806M	Buy	+7,904,376	New	+$755M	11.66%	5
2018 Q1	–	Sell	-290	Closed	–	–	45
2017 Q4	$0	Buy	+290	New	+$22.6K	﹤0.01%	44

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

First Command Advisory Services's IJJ Position: Q1 2026 in Review

First Command Advisory Services reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 5.4% in Q1 2026, selling an estimated $32.2K and leaving 4,152 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #131.

First Command Advisory Services first reported a position in IJJ in Q4 2017 and has held it in 22 quarters since. The position peaked at $882M in Q4 2021. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

First Command Advisory Services held 4,152 shares of iShares S&P Mid-Cap 400 Value ETF worth $550K as of Q1 2026.
First Command Advisory Services sold 235 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $32.2K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q1 2026, its #131 holding.
First Command Advisory Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and has held it in 22 quarters since.
First Command Advisory Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $882M in Q4 2021.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.