IIM
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IFC & Insurance Marketing’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-12
Closed -$2K – 346
2025
Q4 		$2K Buy
+12
New +$1.56K ﹤0.01% 645

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $369B AUM 28.27% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

IFC & Insurance Marketing's IJJ Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026, closing a stake of 12 shares — an estimated $2K sold.

IFC & Insurance Marketing first reported a position in IJJ in Q4 2025 and held it in 1 quarter. The position peaked at $2K in Q4 2025. 849 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 12 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $2K.
  • IFC & Insurance Marketing first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares S&P Mid-Cap 400 Value ETF position peaked at $2K in Q4 2025.
  • 849 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.