Independent Family Office’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Independent Family Office’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	–	Sell	-2,340	Closed	-$310K	–	89
2026 Q1	$310K	Hold	2,340	–	–	0.13%	73
2025 Q4	$308K	Hold	2,340	–	–	0.13%	64
2025 Q3	$304K	Hold	2,340	–	–	0.13%	65
2025 Q2	$289K	Sell	2,340 -10	-0.4%	-$1.18K	0.13%	65
2025 Q1	$281K	Hold	2,350	–	–	0.15%	60
2024 Q4	$294K	Sell	2,350 -750	-24%	-$95.7K	0.15%	61
2024 Q3	$383K	Hold	3,100	–	–	0.19%	53
2024 Q2	$352K	Hold	3,100	–	–	0.2%	49
2024 Q1	$367K	Hold	3,100	–	–	0.2%	58
2023 Q4	$354K	Hold	3,100	–	–	0.2%	52
2023 Q3	$313K	Hold	3,100	–	–	0.2%	53
2023 Q2	$332K	Buy	+3,100	New	+$315K	0.2%	52

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

Independent Family Office's IJJ Position: Q2 2026 in Review

Independent Family Office sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026, closing a stake of 2,340 shares — an estimated $310K sold.

Independent Family Office first reported a position in IJJ in Q2 2023 and held it in 12 quarters. The position peaked at $383K in Q3 2024. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Independent Family Office reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2026 after selling out during the quarter.
Independent Family Office sold 2,340 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $310K.
Independent Family Office first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2023 and held it in 12 quarters.
Independent Family Office's iShares S&P Mid-Cap 400 Value ETF position peaked at $383K in Q3 2024.
879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.