Focus Partners Wealth’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Focus Partners Wealth’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	$17.4M	Buy	131,515 +897	+0.7%	+$123K	0.02%	536
2025 Q4	$17.2M	Buy	130,618 +11,073	+9%	+$1.44M	0.02%	527
2025 Q3	$15.5M	Sell	119,545 -2,403	-2%	-$308K	0.03%	451
2025 Q2	$15.1M	Buy	121,948 +4,251	+4%	+$500K	0.03%	421
2025 Q1	$14.1M	Buy	117,697 +45,607	+63%	+$5.71M	0.04%	403
2024 Q4	$9.01M	Buy	72,090 +48,625	+207%	+$6.21M	0.02%	484
2024 Q3	$2.9M	Sell	23,465 -82,925	-78%	-$9.86M	0.01%	690
2024 Q2	$12.1M	Buy	106,390 +55,214	+108%	+$6.3M	0.04%	340
2024 Q1	$6.05M	Buy	51,176 +43,358	+555%	+$4.88M	0.05%	292
2023 Q4	$892K	Buy	+7,818	New	+$804K	0.01%	472

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

Focus Partners Wealth's IJJ Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.69% in Q1 2026, buying an estimated $123K and bringing the position to 131,515 shares worth $17.4M. The position accounts for 0.02% of the portfolio, ranked #536.

Focus Partners Wealth first reported a position in IJJ in Q4 2023 and has held it in 10 quarters since. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Focus Partners Wealth held 131,515 shares of iShares S&P Mid-Cap 400 Value ETF worth $17.4M as of Q1 2026.
Focus Partners Wealth bought 897 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $123K.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #536 holding.
Focus Partners Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 10 quarters since.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.