Kings Path Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Kings Path Partners’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	$303	Hold	2	–	–	﹤0.01%	360
2026 Q2	$325	Hold	2	–	–	﹤0.01%	344
2026 Q1	$292	Hold	2	–	–	﹤0.01%	283
2025 Q4	$290	Hold	2	–	–	﹤0.01%	287
2025 Q3	$285	Hold	2	–	–	﹤0.01%	312
2025 Q2	$272	Buy	+2	New	+$235	﹤0.01%	278

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Kings Path Partners's IJJ Position: Q3 2026 in Review

Kings Path Partners held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2026 at 2 shares worth $303. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Kings Path Partners first reported a position in IJJ in Q2 2025 and has held it in 6 quarters since. The position peaked at $325 in Q2 2026. 734 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

Kings Path Partners held 2 shares of iShares S&P Mid-Cap 400 Value ETF worth $303 as of Q3 2026.
Kings Path Partners left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2026.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Kings Path Partners's portfolio in Q3 2026, its #360 holding.
Kings Path Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and has held it in 6 quarters since.
Kings Path Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $325 in Q2 2026.
734 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.