James T. Borello’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

James T. Borello’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 Q3	$8.12K	Buy	+59	New	+$8.65K	﹤0.01%	656

Other funds holding IJJ

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sterling Financial Planning Sparta, New Jersey $365M AUM 13.15% 1-Year Est. Return

James T. Borello's IJJ Position: Q3 2026 in Review

James T. Borello opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2026: 59 shares worth $8.12K. The stake represents ﹤0.01% of the portfolio and ranks #656 among its holdings.

389 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

James T. Borello held 59 shares of iShares S&P Mid-Cap 400 Value ETF worth $8.12K as of Q3 2026.
iShares S&P Mid-Cap 400 Value ETF was a new James T. Borello position in Q3 2026.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #656 holding.
389 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.