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 Q2	$210K	Sell	1,420 -1,420	-50%	-$201K	﹤0.01%	1003
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 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 22.9% 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

Horizon Investments's IJJ Position: Q2 2026 in Review

Horizon Investments reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 50% in Q2 2026, selling an estimated $201K and leaving 1,420 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Horizon Investments first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $376K in Q1 2026. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Horizon Investments held 1,420 shares of iShares S&P Mid-Cap 400 Value ETF worth $210K as of Q2 2026.
Horizon Investments sold 1,420 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $201K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1003 holding.
Horizon Investments first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
Horizon Investments's iShares S&P Mid-Cap 400 Value ETF position peaked at $376K in Q1 2026.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.