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

McIlrath & Eck’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	$2.25K	Hold	17	–	–	﹤0.01%	1403
2025 Q4	$2.24K	Hold	17	–	–	﹤0.01%	881
2025 Q3	$2.21K	Hold	17	–	–	﹤0.01%	848
2025 Q2	$2.1K	Hold	17	–	–	﹤0.01%	835
2025 Q1	$2.04K	Hold	17	–	–	﹤0.01%	830
2024 Q4	$2.12K	Hold	17	–	–	﹤0.01%	862
2024 Q3	$2.1K	Hold	17	–	–	﹤0.01%	853
2024 Q2	$1.93K	Buy	+17	New	+$1.94K	﹤0.01%	826

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

McIlrath & Eck's IJJ Position: Q1 2026 in Review

McIlrath & Eck held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 17 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

McIlrath & Eck first reported a position in IJJ in Q2 2024 and has held it in 8 quarters since. 849 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

McIlrath & Eck held 17 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.25K as of Q1 2026.
McIlrath & Eck left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #1403 holding.
McIlrath & Eck first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2024 and has held it in 8 quarters since.
849 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.