MainStreet Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

MainStreet Investment Advisors’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	$871K	Sell	6,570 -10	-0.2%	-$1.37K	0.13%	106
2025 Q4	$866K	Sell	6,580 -8	-0.1%	-$1.04K	0.12%	105
2025 Q3	$855K	Sell	6,588 -45	-0.7%	-$5.76K	0.11%	109
2025 Q2	$820K	Hold	6,633	–	–	0.11%	104
2025 Q1	$794K	Hold	6,633	–	–	0.12%	101
2024 Q4	$829K	Hold	6,633	–	–	0.12%	96
2024 Q3	$820K	Buy	6,633 +465	+8%	+$55.3K	0.11%	96
2024 Q2	$700K	Sell	6,168 -1,235	-17%	-$141K	0.09%	108
2024 Q1	$876K	Hold	7,403	–	–	0.11%	98
2023 Q4	$844K	Hold	7,403	–	–	0.1%	103
2023 Q3	$747K	Hold	7,403	–	–	0.09%	109
2023 Q2	$793K	Sell	7,403 -1,185	-14%	-$120K	0.09%	104
2023 Q1	$883K	Buy	8,588 +4,418	+106%	+$472K	0.1%	105
2022 Q4	$420K	Sell	4,170 -2,415	-37%	-$241K	0.05%	131
2022 Q3	$593K	Hold	6,585	–	–	0.07%	117
2022 Q2	$622K	Hold	6,585	–	–	0.07%	118
2022 Q1	$722K	Hold	6,585	–	–	0.07%	121
2021 Q4	$729K	Hold	6,585	–	–	0.06%	122
2021 Q3	$679K	Sell	6,585 -270	-4%	-$28.4K	0.07%	116
2021 Q2	$722K	Buy	+6,855	New	+$732K	0.06%	120

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 $18.1B AUM 24.63% 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 $10.1B AUM 29.18% 1-Year Est. Return

MainStreet Investment Advisors's IJJ Position: Q1 2026 in Review

MainStreet Investment Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.15% in Q1 2026, selling an estimated $1.37K and leaving 6,570 shares worth $871K. The position accounts for 0.13% of the portfolio, ranked #106.

MainStreet Investment Advisors first reported a position in IJJ in Q2 2021 and has held it in 20 quarters since. The position peaked at $883K in Q1 2023. 844 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

MainStreet Investment Advisors held 6,570 shares of iShares S&P Mid-Cap 400 Value ETF worth $871K as of Q1 2026.
MainStreet Investment Advisors sold 10 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $1.37K.
iShares S&P Mid-Cap 400 Value ETF made up 0.13% of MainStreet Investment Advisors's portfolio in Q1 2026, its #106 holding.
MainStreet Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2021 and has held it in 20 quarters since.
MainStreet Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $883K in Q1 2023.
844 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on MainStreet Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.