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

Gryphon Financial Partners’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	$373K	Hold	2,528	–	–	0.03%	273
2026 Q1	$335K	Hold	2,528	–	–	0.03%	270
2025 Q4	$333K	Sell	2,528 -300	-11%	-$39.1K	0.04%	258
2025 Q3	$367K	Sell	2,828 -171	-6%	-$21.9K	0.04%	229
2025 Q2	$371K	Hold	2,999	–	–	0.05%	224
2025 Q1	$359K	Hold	2,999	–	–	0.05%	196
2024 Q4	$375K	Hold	2,999	–	–	0.05%	183
2024 Q3	$371K	Sell	2,999 -153	-5%	-$18.2K	0.05%	200
2024 Q2	$358K	Hold	3,152	–	–	0.05%	200
2024 Q1	$373K	Hold	3,152	–	–	0.06%	187
2023 Q4	$359K	Buy	+3,152	New	+$324K	0.06%	177
2022 Q3	–	Sell	-1,769	Closed	-$167K	–	207
2022 Q2	$167K	Buy	+1,769	New	+$180K	0.04%	184
2018 Q3	–	Sell	-748	Closed	-$61K	–	480
2018 Q2	$61K	Hold	748	–	–	0.03%	191
2018 Q1	$58K	Hold	748	–	–	0.03%	201
2017 Q4	$60K	Buy	+748	New	+$58.4K	0.03%	212

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

Gryphon Financial Partners's IJJ Position: Q2 2026 in Review

Gryphon Financial Partners held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 2,528 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #273.

Gryphon Financial Partners first reported a position in IJJ in Q4 2017 and has held it in 15 quarters since. The position peaked at $375K in Q4 2024. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Gryphon Financial Partners held 2,528 shares of iShares S&P Mid-Cap 400 Value ETF worth $373K as of Q2 2026.
Gryphon Financial Partners left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Gryphon Financial Partners's portfolio in Q2 2026, its #273 holding.
Gryphon Financial Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and has held it in 15 quarters since.
Gryphon Financial Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $375K in Q4 2024.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.