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

IEQ Capital’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	$392K	Buy	2,652 +2	+0.1%	+$283	﹤0.01%	1520
2026 Q1	$351K	Sell	2,650 -1,083	-29%	-$148K	﹤0.01%	1450
2025 Q4	$491K	Buy	3,733 +2,071	+125%	+$270K	﹤0.01%	1336
2025 Q3	$216K	Buy	+1,662	New	+$213K	﹤0.01%	1656
2025 Q2	–	Sell	-17,148	Closed	-$2.05M	–	1911
2025 Q1	$2.05M	Buy	+17,148	New	+$2.15M	0.02%	581

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

IEQ Capital's IJJ Position: Q2 2026 in Review

IEQ Capital increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.08% in Q2 2026, buying an estimated $283 and bringing the position to 2,652 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

IEQ Capital first reported a position in IJJ in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.05M in Q1 2025. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

IEQ Capital held 2,652 shares of iShares S&P Mid-Cap 400 Value ETF worth $392K as of Q2 2026.
IEQ Capital bought 2 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $283.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1520 holding.
IEQ Capital first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and has held it in 5 quarters since.
IEQ Capital's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.05M in Q1 2025.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.