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

Key Financial Inc’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	$176K	Sell	1,190 -180	-13%	-$25.5K	0.03%	321
2026 Q1	$182K	Hold	1,370	–	–	0.03%	302
2025 Q4	$180K	Sell	1,370 -154	-10%	-$20K	0.03%	303
2025 Q3	$199K	Hold	1,524	–	–	0.04%	293
2025 Q2	$188K	Hold	1,524	–	–	0.04%	287
2025 Q1	$182K	Buy	1,524 +41	+3%	+$5.13K	0.04%	280
2024 Q4	$185K	Hold	1,483	–	–	0.04%	264
2024 Q3	$183K	Hold	1,483	–	–	0.04%	263
2024 Q2	$168K	Hold	1,483	–	–	0.04%	262
2024 Q1	$175K	Hold	1,483	–	–	0.04%	244
2023 Q4	$169K	Hold	1,483	–	–	0.05%	238
2023 Q3	$150K	Sell	1,483 -609	-29%	-$65.1K	0.05%	237
2023 Q2	$224K	Buy	2,092 +823	+65%	+$83.6K	0.07%	194
2023 Q1	$130K	Buy	1,269 +623	+96%	+$66.6K	0.05%	243
2022 Q4	$58.1K	Hold	646	–	–	0.03%	336
2022 Q3	$58K	Hold	646	–	–	0.03%	340
2022 Q2	$62K	Buy	646 +68	+12%	+$6.93K	0.03%	321
2022 Q1	$63K	Hold	578	–	–	0.03%	331
2021 Q4	$64K	Hold	578	–	–	0.03%	312
2021 Q3	$60K	Hold	578	–	–	0.03%	318
2021 Q2	$61K	Hold	578	–	–	0.03%	321
2021 Q1	$59K	Hold	578	–	–	0.04%	256
2020 Q4	$50K	Buy	+578	New	+$45.3K	0.04%	244
2020 Q2	–	Sell	-578	Closed	-$32K	–	347
2020 Q1	$32K	Buy	+578	New	+$43.4K	0.03%	267

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 22.96% 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

DADC

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

Key Financial Inc's IJJ Position: Q2 2026 in Review

Key Financial Inc reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 13% in Q2 2026, selling an estimated $25.5K and leaving 1,190 shares worth $176K. The position accounts for 0.03% of the portfolio, ranked #321.

Key Financial Inc first reported a position in IJJ in Q1 2020 and has held it in 24 quarters since. The position peaked at $224K in Q2 2023. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Key Financial Inc held 1,190 shares of iShares S&P Mid-Cap 400 Value ETF worth $176K as of Q2 2026.
Key Financial Inc sold 180 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $25.5K.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #321 holding.
Key Financial Inc first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's iShares S&P Mid-Cap 400 Value ETF position peaked at $224K in Q2 2023.
879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.