Johnson Financial Group Inc (Wisconsin)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$61.3K	Buy	415 +30	+8%	+$4.24K	﹤0.01%	452
2026 Q1	$51K	Sell	385 -307	-44%	-$42K	﹤0.01%	477
2025 Q4	$91.1K	Buy	692 +307	+80%	+$40K	﹤0.01%	423
2025 Q3	$49.9K	Sell	385 -531	-58%	-$68K	﹤0.01%	605
2025 Q2	$113K	Hold	916	–	–	0.01%	366
2025 Q1	$110K	Hold	916	–	–	0.01%	464
2024 Q4	$119K	Sell	916 -530	-37%	-$67.7K	0.01%	348
2024 Q3	$179K	Buy	1,446 +1,061	+276%	+$126K	0.01%	371
2024 Q2	$43.7K	Buy	+385	New	+$43.9K	﹤0.01%	463
2024 Q1	–	Sell	-535	Closed	-$61K	–	883
2023 Q4	$61K	Buy	535 +443	+482%	+$45.6K	﹤0.01%	429
2023 Q3	$9.34K	Hold	92	–	–	﹤0.01%	534
2023 Q2	$9.86K	Hold	92	–	–	﹤0.01%	540
2023 Q1	$9.46K	Hold	92	–	–	﹤0.01%	521
2022 Q4	$9.27K	Hold	92	–	–	﹤0.01%	501
2022 Q3	$8K	Hold	92	–	–	﹤0.01%	508
2022 Q2	$9K	Sell	92 -98	-52%	-$9.99K	﹤0.01%	536
2022 Q1	$21K	Sell	190 -32	-14%	-$3.45K	﹤0.01%	527
2021 Q4	$25K	Sell	222 -32	-13%	-$3.48K	﹤0.01%	543
2021 Q3	$27K	Hold	254	–	–	﹤0.01%	472
2021 Q2	$27K	Hold	254	–	–	﹤0.01%	481
2021 Q1	$26K	Hold	254	–	–	﹤0.01%	477
2020 Q4	$22K	Sell	254 -3,732	-94%	-$293K	﹤0.01%	400
2020 Q3	$269K	Sell	3,986 -98	-2%	-$6.77K	0.03%	179
2020 Q2	$272K	Hold	4,084	–	–	0.03%	166
2020 Q1	$224K	Sell	4,084 -1,112	-21%	-$83.6K	0.03%	185
2019 Q4	$444K	Hold	5,196	–	–	0.04%	147
2019 Q3	$416K	Sell	5,196 -9,318	-64%	-$733K	0.04%	183
2019 Q2	$1.16M	Sell	14,514 -136	-0.9%	-$10.8K	0.1%	118
2019 Q1	$1.15M	Sell	14,650 -5,966	-29%	-$462K	0.1%	119
2018 Q4	$1.43M	Hold	20,616	–	–	0.15%	97
2018 Q3	$1.73M	Sell	20,616 -64	-0.3%	-$5.34K	0.18%	92
2018 Q2	$1.68M	Hold	20,680	–	–	0.18%	90
2018 Q1	$1.6M	Buy	20,680 +2,000	+11%	+$159K	0.19%	96
2017 Q4	$1.5M	Buy	18,680 +480	+3%	+$37.5K	0.18%	99
2017 Q3	$1.39M	Sell	18,200 -714	-4%	-$52.9K	0.18%	95
2017 Q2	$1.41M	Buy	18,914 +250	+1%	+$18.5K	0.2%	95
2017 Q1	$1.39M	Buy	18,664 +1,944	+12%	+$144K	0.17%	121
2016 Q4	$1.21M	Sell	16,720 -1,978	-11%	-$137K	0.17%	131
2016 Q3	$1.24M	Buy	18,698 +122	+0.7%	+$8.06K	0.17%	123
2016 Q2	$1.19M	Buy	18,576 +118	+0.6%	+$7.42K	0.16%	123
2016 Q1	$1.15M	Buy	18,458 +9,044	+96%	+$513K	0.23%	98
2015 Q4	$552K	Buy	9,414 +6,204	+193%	+$376K	0.11%	150
2015 Q3	$185K	Hold	3,210	–	–	0.04%	251
2015 Q2	$207K	Buy	3,210 +100	+3%	+$6.6K	0.04%	248
2015 Q1	$204K	Buy	3,110 +200	+7%	+$12.9K	0.04%	261
2014 Q4	$186K	Hold	2,910	–	–	0.04%	263
2014 Q3	$175K	Buy	2,910 +80	+3%	+$5K	0.05%	243
2014 Q2	$180K	Buy	2,830 +160	+6%	+$9.74K	0.05%	243
2014 Q1	$161K	Buy	2,670 +330	+14%	+$19.3K	0.05%	232
2013 Q4	$136K	Buy	+2,340	New	+$132K	0.04%	249

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

Johnson Financial Group Inc (Wisconsin)'s IJJ Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 7.8% in Q2 2026, buying an estimated $4.24K and bringing the position to 415 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Johnson Financial Group Inc (Wisconsin) first reported a position in IJJ in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.73M in Q3 2018. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 415 shares of iShares S&P Mid-Cap 400 Value ETF worth $61.3K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) bought 30 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $4.24K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #452 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2013 and has held it in 50 quarters since.
Johnson Financial Group Inc (Wisconsin)'s iShares S&P Mid-Cap 400 Value ETF position peaked at $1.73M in Q3 2018.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.