M1 Capital Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

M1 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	-25,847	Closed	-$3.4M	–	114
2025 Q4	$3.4M	Sell	25,847 -1,477	-5%	-$192K	1.42%	18
2025 Q3	$3.54M	Sell	27,324 -1,798	-6%	-$230K	1.53%	19
2025 Q2	$3.6M	Buy	29,122 +27,343	+1,537%	+$3.22M	1.81%	13
2025 Q1	$213K	Sell	1,779 -25,106	-93%	-$3.14M	0.13%	85
2024 Q4	$3.36M	Buy	+26,885	New	+$3.43M	1.81%	15

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

M1 Capital Management's IJJ Position: Q1 2026 in Review

M1 Capital Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026, closing a stake of 25,847 shares — an estimated $3.4M sold.

M1 Capital Management first reported a position in IJJ in Q4 2024 and held it in 5 quarters. The position peaked at $3.6M in Q2 2025. 850 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

M1 Capital Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
M1 Capital Management sold 25,847 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $3.4M.
M1 Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and held it in 5 quarters.
M1 Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $3.6M in Q2 2025.
850 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on M1 Capital Management's 13F filing for Q1 2026, filed 8 May 2026.