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 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 $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

IEQ Capital's IJJ Position: Q1 2026 in Review

IEQ Capital reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 29% in Q1 2026, selling an estimated $148K and leaving 2,650 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

IEQ Capital first reported a position in IJJ in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.05M in Q1 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

IEQ Capital held 2,650 shares of iShares S&P Mid-Cap 400 Value ETF worth $351K as of Q1 2026.
IEQ Capital sold 1,083 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $148K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1450 holding.
IEQ Capital first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and has held it in 4 quarters since.
IEQ Capital's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.05M in Q1 2025.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.