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Insight Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Insight Advisors’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 		$258K Buy
1,947
+1
+0.1% +$137 0.05% 202
2025
Q4 		$256K Sell
1,946
-51
-3% -$6.64K 0.04% 239
2025
Q3 		$259K Hold
1,997
– – 0.04% 242
2025
Q2 		$247K Sell
1,997
-142
-7% -$16.7K 0.04% 247
2025
Q1 		$256K Buy
2,139
+1
+0% +$125 0.04% 247
2024
Q4 		$265K Sell
2,138
-418
-16% -$53.4K 0.04% 247
2024
Q3 		$316K Buy
2,556
+5
+0.2% +$594 0.05% 221
2024
Q2 		$289K Buy
2,551
+3
+0.1% +$342 0.05% 231
2024
Q1 		$301K Sell
2,548
-7
-0.3% -$788 0.06% 228
2023
Q4 		$291K Sell
2,555
-11
-0.4% -$1.13K 0.06% 218
2023
Q3 		$259K Hold
2,566
– – 0.06% 230
2023
Q2 		$275K Buy
2,566
+2
+0.1% +$203 0.06% 227
2023
Q1 		$264K Buy
2,564
+2
+0.1% +$214 0.06% 245
2022
Q4 		$258K Buy
2,562
+2
+0.1% +$200 0.09% 267
2022
Q3 		$230K Buy
2,560
+4
+0.2% +$398 0.09% 248
2022
Q2 		$260K Buy
2,556
+2
+0.1% +$204 0.09% 251
2022
Q1 		$280K Buy
2,554
+295
+13% +$31.8K 0.08% 257
2021
Q4 		$250K Hold
2,259
– – 0.07% 275
2021
Q3 		$252K Hold
2,259
– – 0.08% 273
2021
Q2 		$236K Sell
2,259
-5
-0.2% -$534 0.07% 277
2021
Q1 		$242K Sell
2,264
-300
-12% -$28.6K 0.08% 289
2020
Q4 		$221K Buy
+2,564
New +$201K 0.08% 249

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
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
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

Insight Advisors's IJJ Position: Q1 2026 in Review

Insight Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.05% in Q1 2026, buying an estimated $137 and bringing the position to 1,947 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #202.

Insight Advisors first reported a position in IJJ in Q4 2020 and has held it in 22 quarters since. The position peaked at $316K in Q3 2024. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

  • Insight Advisors held 1,947 shares of iShares S&P Mid-Cap 400 Value ETF worth $258K as of Q1 2026.
  • Insight Advisors bought 1 iShares S&P Mid-Cap 400 Value ETF share in Q1 2026, an estimated $137.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.05% of Insight Advisors's portfolio in Q1 2026, its #202 holding.
  • Insight Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $316K in Q3 2024.
  • 842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.