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Horizon Investments’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Horizon Investments’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 		$376K Buy
2,840
+1,419
+100% +$194K ﹤0.01% 899
2025
Q4 		$187K Sell
1,421
-89
-6% -$11.6K ﹤0.01% 966
2025
Q3 		$196K Hold
1,510
– – ﹤0.01% 920
2025
Q2 		$187K Sell
1,510
-28
-2% -$3.29K ﹤0.01% 893
2025
Q1 		$184K Sell
1,538
-46
-3% -$5.76K 0.01% 558
2024
Q4 		$198K Buy
+1,584
New +$202K 0.01% 544

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Horizon Investments's IJJ Position: Q1 2026 in Review

Horizon Investments increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 100% in Q1 2026, buying an estimated $194K and bringing the position to 2,840 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Horizon Investments first reported a position in IJJ in Q4 2024 and has held it in 6 quarters since. 847 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

  • Horizon Investments held 2,840 shares of iShares S&P Mid-Cap 400 Value ETF worth $376K as of Q1 2026.
  • Horizon Investments bought 1,419 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $194K.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #899 holding.
  • Horizon Investments first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 847 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.