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

Ironwood Financial’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	$5.63M	Sell	38,447 -1,776	-4%	-$251K	0.88%	31
2026 Q1	$5.33M	Sell	40,223 -688	-2%	-$94.2K	0.93%	33
2025 Q4	$5.62M	Sell	40,911 -2,022	-5%	-$263K	0.95%	34
2025 Q3	$5.57M	Buy	42,933 +1,459	+4%	+$187K	0.99%	28
2025 Q2	$4.97M	Hold	41,474	–	–	1.06%	24
2025 Q1	$4.97M	Sell	41,474 -632	-2%	-$79.1K	1.06%	24
2024 Q4	$5.26M	Sell	42,106 -3,644	-8%	-$465K	1.1%	25
2024 Q3	$5.66M	Sell	45,750 -235	-0.5%	-$27.9K	1.19%	24
2024 Q2	$5.22M	Sell	45,985 -424	-0.9%	-$48.4K	1.17%	23
2024 Q1	$5.49M	Sell	46,409 -112	-0.2%	-$12.6K	1.26%	22
2023 Q4	$5.31M	Sell	46,521 -531	-1%	-$54.6K	1.29%	18
2023 Q3	$4.75M	Sell	47,052 -449	-0.9%	-$48K	1.28%	18
2023 Q2	$5.09M	Buy	47,501 +367	+0.8%	+$37.3K	1.34%	19
2023 Q1	$4.84M	Buy	47,134 +597	+1%	+$63.8K	1.35%	19
2022 Q4	$4.69M	Sell	46,537 -1,149	-2%	-$115K	1.46%	19
2022 Q3	$4.29M	Buy	47,686 +1,128	+2%	+$112K	1.42%	19
2022 Q2	$4.4M	Buy	46,558 +400	+0.9%	+$40.8K	1.41%	19
2022 Q1	$5.12M	Buy	46,158 +776	+2%	+$83.8K	1.45%	21
2021 Q4	$5.02M	Buy	45,382 +963	+2%	+$105K	1.38%	22
2021 Q3	$4.58M	Buy	44,419 +1,118	+3%	+$117K	1.34%	23
2021 Q2	$4.56M	Buy	43,301 +1,096	+3%	+$117K	1.37%	23
2021 Q1	$4.3M	Buy	42,205 +139	+0.3%	+$13.3K	1.4%	23
2020 Q4	$3.63M	Sell	42,066 -112	-0.3%	-$8.79K	1.36%	18
2020 Q3	$2.84M	Sell	42,178 -798	-2%	-$55.1K	1.43%	17
2020 Q2	$2.86M	Buy	42,976 +42,836	+30,597%	+$2.69M	1.54%	14
2020 Q1	$8K	Sell	140 -140	-50%	-$10.5K	0.01%	233
2019 Q4	$24K	Hold	280	–	–	0.01%	180
2019 Q3	$22K	Hold	280	–	–	0.01%	192
2019 Q2	$22K	Hold	280	–	–	0.01%	192
2019 Q1	$22K	Hold	280	–	–	0.01%	185
2018 Q4	$19K	Hold	280	–	–	0.01%	188
2018 Q3	$23K	Hold	280	–	–	0.01%	178
2018 Q2	$23K	Sell	280 -50	-15%	-$4K	0.01%	147
2018 Q1	$25K	Hold	330	–	–	0.03%	119
2017 Q4	$26K	Hold	330	–	–	0.02%	117
2017 Q3	$25K	Hold	330	–	–	0.02%	127
2017 Q2	$25K	Hold	330	–	–	0.02%	117
2017 Q1	$24K	Sell	330 -74	-18%	-$5.49K	0.02%	119
2016 Q4	$29K	Hold	404	–	–	0.02%	113
2016 Q3	$27K	Hold	404	–	–	0.02%	116
2016 Q2	$26K	Hold	404	–	–	0.02%	120
2016 Q1	$25K	Buy	+404	New	+$22.9K	0.02%	119
2015 Q3	$23K	Hold	404	–	–	0.01%	157
2015 Q2	$26K	Hold	404	–	–	0.01%	148
2015 Q1	$26K	Hold	404	–	–	0.01%	146
2014 Q4	$26K	Buy	+404	New	+$25K	0.01%	125

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 22.9% 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

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

Ironwood Financial's IJJ Position: Q2 2026 in Review

Ironwood Financial reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 4.4% in Q2 2026, selling an estimated $251K and leaving 38,447 shares worth $5.63M. The position accounts for 0.88% of the portfolio, ranked #31.

Ironwood Financial first reported a position in IJJ in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.66M in Q3 2024. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Ironwood Financial held 38,447 shares of iShares S&P Mid-Cap 400 Value ETF worth $5.63M as of Q2 2026.
Ironwood Financial sold 1,776 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $251K.
iShares S&P Mid-Cap 400 Value ETF made up 0.88% of Ironwood Financial's portfolio in Q2 2026, its #31 holding.
Ironwood Financial first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2014 and has held it in 46 quarters since.
Ironwood Financial's iShares S&P Mid-Cap 400 Value ETF position peaked at $5.66M in Q3 2024.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.