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

Howe & Rusling’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	$50.5K	Buy	342 +166	+94%	+$23.5K	﹤0.01%	378
2026 Q1	$23.4K	Buy	176 +6	+4%	+$822	﹤0.01%	401
2025 Q4	$22.3K	Buy	170 +6	+4%	+$781	﹤0.01%	403
2025 Q3	$21.2K	Buy	164 +5	+3%	+$640	﹤0.01%	391
2025 Q2	$19.7K	Buy	159 +116	+270%	+$13.6K	﹤0.01%	391
2025 Q1	$5.17K	Sell	43 -337	-89%	-$42.2K	﹤0.01%	398
2024 Q4	$47.5K	Buy	380 +337	+784%	+$43K	﹤0.01%	316
2024 Q3	$5.32K	Hold	43	–	–	﹤0.01%	369
2024 Q2	$4.88K	Sell	43 -20	-32%	-$2.28K	﹤0.01%	338
2024 Q1	$7.45K	Buy	63 +9	+17%	+$1.01K	﹤0.01%	351
2023 Q4	$6.16K	Buy	+54	New	+$5.55K	﹤0.01%	334
2018 Q2	–	Sell	-370	Closed	-$29K	–	870
2018 Q1	$29K	Hold	370	–	–	0.01%	337
2017 Q4	$30K	Hold	370	–	–	0.01%	344
2017 Q3	$28K	Hold	370	–	–	0.01%	355
2017 Q2	$27K	Hold	370	–	–	0.01%	338
2017 Q1	$27K	Hold	370	–	–	0.01%	332
2016 Q4	$27K	Hold	370	–	–	0.01%	324
2016 Q3	$25K	Hold	370	–	–	0.01%	335
2016 Q2	$24K	Hold	370	–	–	0.01%	320
2016 Q1	$23K	Hold	370	–	–	0.01%	388
2015 Q4	$22K	Hold	370	–	–	0.01%	369
2015 Q3	$21K	Buy	370 +46	+14%	+$2.82K	0.01%	380
2015 Q2	$21K	Hold	324	–	–	﹤0.01%	401
2015 Q1	$21K	Hold	324	–	–	﹤0.01%	389
2014 Q4	$21K	Hold	324	–	–	0.01%	389
2014 Q3	$19K	Hold	324	–	–	﹤0.01%	394
2014 Q2	$21K	Buy	+324	New	+$19.7K	﹤0.01%	383
2014 Q1	–	Sell	-324	Closed	-$19K	–	879
2013 Q4	$19K	Hold	324	–	–	﹤0.01%	400
2013 Q3	$17K	Buy	324 +70	+28%	+$3.73K	0.01%	500
2013 Q2	$13K	Buy	+254	New	+$12.8K	﹤0.01%	564

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

Howe & Rusling's IJJ Position: Q2 2026 in Review

Howe & Rusling increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 94% in Q2 2026, buying an estimated $23.5K and bringing the position to 342 shares worth $50.5K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Howe & Rusling first reported a position in IJJ in Q2 2013 and has held it in 30 quarters since. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Howe & Rusling held 342 shares of iShares S&P Mid-Cap 400 Value ETF worth $50.5K as of Q2 2026.
Howe & Rusling bought 166 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $23.5K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #378 holding.
Howe & Rusling first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 30 quarters since.
879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.