IFG
IJJ icon

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

Independent Financial Group’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 		$744K Sell
5,034
-394
-7% -$55.7K 0.01% 818
2026
Q1 		$719K Buy
5,428
+231
+4% +$31.6K 0.02% 756
2025
Q4 		$684K Sell
5,197
-630
-11% -$82K 0.02% 762
2025
Q3 		$756K Sell
5,827
-362
-6% -$46.4K 0.02% 696
2025
Q2 		$765K Sell
6,189
-9,186
-60% -$1.08M 0.02% 627
2025
Q1 		$1.84M Sell
15,375
-3,767
-20% -$472K 0.06% 305
2024
Q4 		$2.39M Buy
19,142
+13,574
+244% +$1.73M 0.08% 248
2024
Q3 		$688K Sell
5,568
-82
-1% -$9.75K 0.03% 551
2024
Q2 		$641K Sell
5,650
-409
-7% -$46.7K 0.03% 528
2024
Q1 		$717K Buy
6,059
+199
+3% +$22.4K 0.03% 474
2023
Q4 		$668K Buy
5,860
+445
+8% +$45.8K 0.04% 475
2023
Q3 		$547K Buy
5,415
+1,340
+33% +$143K 0.04% 467
2023
Q2 		$437K Sell
4,075
-83
-2% -$8.43K 0.03% 512
2023
Q1 		$427K Buy
4,158
+345
+9% +$36.9K 0.03% 492
2022
Q4 		$384K Buy
3,813
+574
+18% +$57.3K 0.03% 495
2022
Q3 		$292K Buy
3,239
+22
+0.7% +$2.19K 0.03% 548
2022
Q2 		$304K Sell
3,217
-1,554
-33% -$158K 0.03% 501
2022
Q1 		$523K Buy
4,771
+522
+12% +$56.3K 0.04% 418
2021
Q4 		$470K Buy
4,249
+1,232
+41% +$134K 0.04% 433
2021
Q3 		$311K Sell
3,017
-805
-21% -$84.6K 0.03% 518
2021
Q2 		$403K Buy
3,822
+1,245
+48% +$133K 0.04% 435
2021
Q1 		$263K Buy
+2,577
New +$246K 0.03% 506

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independent Financial Group's IJJ Position: Q2 2026 in Review

Independent Financial Group reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 7.3% in Q2 2026, selling an estimated $55.7K and leaving 5,034 shares worth $744K. The position accounts for 0.01% of the portfolio, ranked #818.

Independent Financial Group first reported a position in IJJ in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.39M in Q4 2024. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Independent Financial Group held 5,034 shares of iShares S&P Mid-Cap 400 Value ETF worth $744K as of Q2 2026.
  • Independent Financial Group sold 394 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $55.7K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #818 holding.
  • Independent Financial Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Independent Financial Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.39M in Q4 2024.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.