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 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 $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 $424B AUM 22.94% 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 $18.1B AUM 24.63% 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 $10.1B AUM 29.18% 1-Year Est. Return

Independent Family Office's IJJ Position: Q1 2026 in Review

Independent Family Office held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 2,340 shares worth $310K. The position accounts for 0.13% of the portfolio, ranked #73.

Independent Family Office first reported a position in IJJ in Q2 2023 and has held it in 12 quarters since. The position peaked at $383K in Q3 2024. 844 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Independent Family Office held 2,340 shares of iShares S&P Mid-Cap 400 Value ETF worth $310K as of Q1 2026.
Independent Family Office left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.13% of Independent Family Office's portfolio in Q1 2026, its #73 holding.
Independent Family Office first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2023 and has held it in 12 quarters since.
Independent Family Office's iShares S&P Mid-Cap 400 Value ETF position peaked at $383K in Q3 2024.
844 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.