Frank Rimerman Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Frank Rimerman Advisors’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	–	Sell	-2,412	Closed	-$317K	–	620
2025 Q4	$317K	Hold	2,412	–	–	0.02%	495
2025 Q3	$313K	Hold	2,412	–	–	0.02%	474
2025 Q2	$298K	Hold	2,412	–	–	0.02%	455
2025 Q1	$289K	Hold	2,412	–	–	0.02%	416
2024 Q4	$301K	Hold	2,412	–	–	0.02%	412
2024 Q3	$298K	Hold	2,412	–	–	0.02%	422
2024 Q2	$274K	Hold	2,412	–	–	0.02%	464
2024 Q1	$285K	Hold	2,412	–	–	0.05%	91
2023 Q4	$275K	Hold	2,412	–	–	0.06%	88
2023 Q3	$243K	Hold	2,412	–	–	0.06%	86
2023 Q2	$258K	Hold	2,412	–	–	0.06%	91
2023 Q1	$248K	Hold	2,412	–	–	0.07%	91
2022 Q4	$243K	Hold	2,412	–	–	0.08%	83
2022 Q3	$217K	Hold	2,412	–	–	0.08%	85
2022 Q2	$228K	Hold	2,412	–	–	0.09%	76
2022 Q1	$264K	Hold	2,412	–	–	0.08%	109
2021 Q4	$267K	Hold	2,412	–	–	0.09%	102
2021 Q3	$249K	Hold	2,412	–	–	0.1%	96
2021 Q2	$254K	Hold	2,412	–	–	0.1%	76
2021 Q1	$246K	Hold	2,412	–	–	0.11%	75
2020 Q4	$208K	Buy	+2,412	New	+$189K	0.09%	86

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

Frank Rimerman Advisors's IJJ Position: Q1 2026 in Review

Frank Rimerman Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026, closing a stake of 2,412 shares — an estimated $317K sold.

Frank Rimerman Advisors first reported a position in IJJ in Q4 2020 and held it in 21 quarters. The position peaked at $317K in Q4 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Frank Rimerman Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
Frank Rimerman Advisors sold 2,412 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $317K.
Frank Rimerman Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 21 quarters.
Frank Rimerman Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $317K in Q4 2025.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.