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

McDonald 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 Q2	$138K	Buy	+932	New	+$132K	0.03%	244
2022 Q3	–	Sell	-3,234	Closed	-$305K	–	250
2022 Q2	$305K	Hold	3,234	–	–	0.08%	234
2022 Q1	$355K	Buy	+3,234	New	+$349K	0.08%	235
2021 Q4	–	Sell	-3,234	Closed	-$333K	–	629
2021 Q3	$333K	Hold	3,234	–	–	0.08%	238
2021 Q2	$341K	Sell	3,234 -302	-9%	-$32.3K	0.08%	233
2021 Q1	$360K	Hold	3,536	–	–	0.09%	211
2020 Q4	$305K	Buy	+3,536	New	+$277K	0.09%	227

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

McDonald Partners's IJJ Position: Q2 2026 in Review

McDonald Partners opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 932 shares worth $138K. The stake represents 0.03% of the portfolio and ranks #244 among its holdings. This is a return to the name: McDonald Partners previously reported a position in IJJ as recently as Q2 2022.

McDonald Partners first reported a position in IJJ in Q4 2020 and has held it in 7 quarters since. The position peaked at $360K in Q1 2021. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

McDonald Partners held 932 shares of iShares S&P Mid-Cap 400 Value ETF worth $138K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new McDonald Partners position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of McDonald Partners's portfolio in Q2 2026, its #244 holding.
McDonald Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 7 quarters since.
McDonald Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $360K in Q1 2021.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.