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

Founders Financial Alliance’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	$51.4K	Sell	348 -199	-36%	-$28.2K	0.01%	554
2026 Q1	$72.5K	Buy	547 +138	+34%	+$18.9K	0.01%	483
2025 Q4	$53.8K	Sell	409 -137	-25%	-$17.8K	0.01%	426
2025 Q3	$70.8K	Buy	546 +137	+33%	+$17.5K	0.01%	468
2025 Q2	$50.5K	Sell	409 -136	-25%	-$16K	0.01%	386
2025 Q1	$65.3K	Hold	545	–	–	0.02%	419
2024 Q4	$68K	Buy	545 +1	+0.2%	+$128	0.02%	360
2024 Q3	$67.2K	Buy	544 +1	+0.2%	+$119	0.02%	370
2024 Q2	$61.6K	Buy	543 +10	+2%	+$1.14K	0.02%	358
2024 Q1	$63K	Buy	533 +235	+79%	+$26.5K	0.02%	362
2023 Q4	$34K	Hold	298	–	–	0.01%	364
2023 Q3	$30.1K	Sell	298 -66	-18%	-$7.05K	0.01%	353
2023 Q2	$39K	Buy	364 +66	+22%	+$6.71K	0.02%	363
2023 Q1	$30.4K	Hold	298	–	–	0.02%	347
2022 Q4	$30K	Hold	298	–	–	0.01%	371
2022 Q3	$27K	Sell	298 -82	-22%	-$8.16K	0.01%	369
2022 Q2	$36K	Buy	380 +82	+28%	+$8.36K	0.02%	365
2022 Q1	$33K	Hold	298	–	–	0.01%	346
2021 Q4	$33K	Hold	298	–	–	0.01%	381
2021 Q3	$31K	Hold	298	–	–	0.01%	356
2021 Q2	$31K	Hold	298	–	–	0.01%	373
2021 Q1	$33K	Hold	298	–	–	0.02%	355
2020 Q4	$26K	Hold	298	–	–	0.01%	331
2020 Q3	$21K	Buy	+298	New	+$20.6K	0.01%	567

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

Founders Financial Alliance's IJJ Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 36% in Q2 2026, selling an estimated $28.2K and leaving 348 shares worth $51.4K. The position accounts for 0.01% of the portfolio, ranked #554.

Founders Financial Alliance first reported a position in IJJ in Q3 2020 and has held it in 24 quarters since. The position peaked at $72.5K in Q1 2026. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Founders Financial Alliance held 348 shares of iShares S&P Mid-Cap 400 Value ETF worth $51.4K as of Q2 2026.
Founders Financial Alliance sold 199 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $28.2K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #554 holding.
Founders Financial Alliance first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2020 and has held it in 24 quarters since.
Founders Financial Alliance's iShares S&P Mid-Cap 400 Value ETF position peaked at $72.5K in Q1 2026.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.