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 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 $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Key Financial Inc's IJJ Position: Q1 2026 in Review

Key Financial Inc held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 1,370 shares worth $182K. The position accounts for 0.03% of the portfolio, ranked #302.

Key Financial Inc first reported a position in IJJ in Q1 2020 and has held it in 23 quarters since. The position peaked at $224K in Q2 2023. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Key Financial Inc held 1,370 shares of iShares S&P Mid-Cap 400 Value ETF worth $182K as of Q1 2026.
Key Financial Inc left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #302 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 23 quarters since.
Key Financial Inc's iShares S&P Mid-Cap 400 Value ETF position peaked at $224K in Q2 2023.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.