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 Q3	$17.2M	Sell	124,721 -426	-0.3%	-$62.4K	0.02%	560
2026 Q2	$18.5M	Sell	125,147 -6,368	-5%	-$901K	0.02%	531
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%	-$9.9M	0.01%	690
2024 Q2	$12.1M	Buy	106,390 +55,214	+108%	+$6.3M	0.04%	341
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 $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Focus Partners Wealth's IJJ Position: Q3 2026 in Review

Focus Partners Wealth reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.34% in Q3 2026, selling an estimated $62.4K and leaving 124,721 shares worth $17.2M. The position accounts for 0.02% of the portfolio, ranked #560.

Focus Partners Wealth first reported a position in IJJ in Q4 2023 and has held it in 12 quarters since. The position peaked at $18.5M in Q2 2026. 772 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

Focus Partners Wealth held 124,721 shares of iShares S&P Mid-Cap 400 Value ETF worth $17.2M as of Q3 2026.
Focus Partners Wealth sold 426 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $62.4K.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Focus Partners Wealth's portfolio in Q3 2026, its #560 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 12 quarters since.
Focus Partners Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $18.5M in Q2 2026.
772 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Focus Partners Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.