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

Founders Financial Securities’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	$398K	Sell	2,693 -83	-3%	-$11.7K	0.02%	420
2026 Q1	$384K	Buy	2,776 +33	+1%	+$4.52K	0.02%	409
2025 Q4	$361K	Sell	2,743 -125	-4%	-$16.3K	0.02%	445
2025 Q3	$372K	Buy	2,868 +140	+5%	+$17.9K	0.03%	388
2025 Q2	$337K	Sell	2,728 -12	-0.4%	-$1.41K	0.03%	397
2025 Q1	$314K	Sell	2,740 -61	-2%	-$7.64K	0.03%	388
2024 Q4	$350K	Buy	+2,801	New	+$358K	0.03%	358
2022 Q1	–	Sell	-6,192	Closed	-$685K	–	269
2021 Q4	$685K	Buy	6,192 +25	+0.4%	+$2.72K	0.12%	140
2021 Q3	$635K	Sell	6,167 -2,707	-31%	-$284K	0.13%	141
2021 Q2	$935K	Buy	8,874 +431	+5%	+$46K	0.19%	115
2021 Q1	$861K	Buy	+8,443	New	+$806K	0.2%	104

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 Securities's IJJ Position: Q2 2026 in Review

Founders Financial Securities reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 3% in Q2 2026, selling an estimated $11.7K and leaving 2,693 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #420.

Founders Financial Securities first reported a position in IJJ in Q1 2021 and has held it in 11 quarters since. The position peaked at $935K in Q2 2021. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Founders Financial Securities held 2,693 shares of iShares S&P Mid-Cap 400 Value ETF worth $398K as of Q2 2026.
Founders Financial Securities sold 83 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $11.7K.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #420 holding.
Founders Financial Securities first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2021 and has held it in 11 quarters since.
Founders Financial Securities's iShares S&P Mid-Cap 400 Value ETF position peaked at $935K in Q2 2021.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.