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Kennedy Capital Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Kennedy Capital Management’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 		– Sell
-3,110
Closed -$409K – 555
2025
Q4 		$409K Buy
+3,110
New +$405K 0.01% 514

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 $18.1B AUM 24.63% 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

Kennedy Capital Management's IJJ Position: Q1 2026 in Review

Kennedy Capital Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026, closing a stake of 3,110 shares — an estimated $409K sold.

Kennedy Capital Management first reported a position in IJJ in Q4 2025 and held it in 1 quarter. The position peaked at $409K in Q4 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

  • Kennedy Capital Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Kennedy Capital Management sold 3,110 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $409K.
  • Kennedy Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2025 and held it in 1 quarter.
  • Kennedy Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $409K in Q4 2025.
  • 842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.