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

Larson Financial Group’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	$172K	Buy	1,167 +1	+0.1%	+$141	﹤0.01%	908
2026 Q1	$155K	Sell	1,166 -1,218	-51%	-$167K	﹤0.01%	806
2025 Q4	$314K	Sell	2,384 -566	-19%	-$73.7K	0.01%	595
2025 Q3	$383K	Sell	2,950 -183	-6%	-$23.4K	0.01%	538
2025 Q2	$387K	Sell	3,133 -50	-2%	-$5.88K	0.02%	501
2025 Q1	$381K	Hold	3,183	–	–	0.02%	466
2024 Q4	$398K	Buy	3,183 +2,593	+439%	+$331K	0.02%	409
2024 Q3	$73K	Hold	590	–	–	﹤0.01%	801
2024 Q2	$66.9K	Buy	590 +1	+0.2%	+$114	﹤0.01%	741
2024 Q1	$69.7K	Hold	589	–	–	0.01%	617
2023 Q4	$67.2K	Sell	589 -90	-13%	-$9.26K	0.01%	567
2023 Q3	$68.5K	Buy	679 +90	+15%	+$9.62K	0.01%	531
2023 Q2	$63.1K	Buy	589 +7	+1%	+$711	0.01%	508
2023 Q1	$59.8K	Hold	582	–	–	0.01%	517
2022 Q4	$58.7K	Sell	582 -30	-5%	-$3K	0.01%	492
2022 Q3	$55K	Buy	612 +30	+5%	+$2.99K	0.01%	451
2022 Q2	$55K	Hold	582	–	–	0.01%	348
2022 Q1	$64K	Hold	582	–	–	0.01%	339
2021 Q4	$64K	Hold	582	–	–	0.01%	339
2021 Q3	$60K	Buy	582 +482	+482%	+$50.6K	0.01%	267
2021 Q2	$11K	Hold	100	–	–	﹤0.01%	534
2021 Q1	$10K	Hold	100	–	–	﹤0.01%	544
2020 Q4	$9K	Buy	+100	New	+$7.84K	﹤0.01%	508

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

Larson Financial Group's IJJ Position: Q2 2026 in Review

Larson Financial Group increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.09% in Q2 2026, buying an estimated $141 and bringing the position to 1,167 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Larson Financial Group first reported a position in IJJ in Q4 2020 and has held it in 23 quarters since. The position peaked at $398K in Q4 2024. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Larson Financial Group held 1,167 shares of iShares S&P Mid-Cap 400 Value ETF worth $172K as of Q2 2026.
Larson Financial Group bought 1 iShares S&P Mid-Cap 400 Value ETF share in Q2 2026, an estimated $141.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #908 holding.
Larson Financial Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 23 quarters since.
Larson Financial Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $398K in Q4 2024.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.