Main Street Financial Solutions’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Main Street Financial Solutions’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
2025 Q4	$560K	Hold	4,256	–	–	0.04%	318
2025 Q3	$552K	Hold	4,256	–	–	0.04%	370
2025 Q2	$526K	Hold	4,256	–	–	0.04%	349
2025 Q1	$510K	Hold	4,256	–	–	0.04%	315
2024 Q4	$532K	Buy	4,256 +336	+9%	+$42.9K	0.05%	279
2024 Q3	$485K	Hold	3,920	–	–	0.04%	316
2024 Q2	$445K	Hold	3,920	–	–	0.04%	339
2024 Q1	$464K	Hold	3,920	–	–	0.05%	318
2023 Q4	$447K	Buy	3,920 +576	+17%	+$59.2K	0.06%	282
2023 Q3	$338K	Sell	3,344 -13	-0.4%	-$1.39K	0.05%	319
2023 Q2	$360K	Buy	3,357 +330	+11%	+$33.5K	0.05%	319
2023 Q1	$311K	Hold	3,027	–	–	0.05%	335
2022 Q4	$305K	Buy	+3,027	New	+$302K	0.05%	322

Other funds holding IJJ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Align Financial Hermantown, Minnesota $176M AUM

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Main Street Financial Solutions's IJJ Position: Q4 2025 in Review

Main Street Financial Solutions held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q4 2025 at 4,256 shares worth $560K. The position accounts for 0.04% of the portfolio, ranked #318.

Main Street Financial Solutions first reported a position in IJJ in Q4 2022 and has held it in 13 quarters since. 838 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

Main Street Financial Solutions held 4,256 shares of iShares S&P Mid-Cap 400 Value ETF worth $560K as of Q4 2025.
Main Street Financial Solutions left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q4 2025.
iShares S&P Mid-Cap 400 Value ETF made up 0.04% of Main Street Financial Solutions's portfolio in Q4 2025, its #318 holding.
Main Street Financial Solutions first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 13 quarters since.
838 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.