Gerald Baker Financial Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Gerald Baker Financial Group’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	$2.66M	Buy	17,992 +1,564	+10%	+$221K	0.76%	34
2026 Q1	$2.18M	Buy	+16,428	New	+$2.25M	0.69%	36

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

Gerald Baker Financial Group's IJJ Position: Q2 2026 in Review

Gerald Baker Financial Group increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 9.5% in Q2 2026, buying an estimated $221K and bringing the position to 17,992 shares worth $2.66M. The position accounts for 0.76% of the portfolio, ranked #34.

Gerald Baker Financial Group first reported a position in IJJ in Q1 2026 and has held it in 2 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Gerald Baker Financial Group held 17,992 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.66M as of Q2 2026.
Gerald Baker Financial Group bought 1,564 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $221K.
iShares S&P Mid-Cap 400 Value ETF made up 0.76% of Gerald Baker Financial Group's portfolio in Q2 2026, its #34 holding.
Gerald Baker Financial Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2026 and has held it in 2 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.