Mechanics Financial Corp’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Mechanics Financial Corp’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	$148K	Hold	1,004	–	–	0.05%	131
2026 Q1	$133K	Sell	1,004 -4	-0.4%	-$548	0.06%	131
2025 Q4	$133K	Hold	1,008	–	–	0.05%	129
2025 Q3	$131K	Hold	1,008	–	–	0.05%	129
2025 Q2	$125K	Sell	1,008 -90	-8%	-$10.6K	0.05%	128
2025 Q1	$131K	Hold	1,098	–	–	0.06%	130
2024 Q4	$137K	Hold	1,098	–	–	0.06%	124
2024 Q3	$136K	Sell	1,098 -98	-8%	-$11.7K	0.06%	129
2024 Q2	$136K	Hold	1,196	–	–	0.07%	131
2024 Q1	$141K	Hold	1,196	–	–	0.07%	125
2023 Q4	$136K	Buy	1,196 +50	+4%	+$5.14K	0.08%	123
2023 Q3	$116K	Hold	1,146	–	–	0.06%	126
2023 Q2	$123K	Hold	1,146	–	–	0.07%	126
2023 Q1	$118K	Hold	1,146	–	–	0.07%	132
2022 Q4	$116K	Hold	1,146	–	–	0.07%	132
2022 Q3	$103K	Sell	1,146 -536	-32%	-$53.4K	0.07%	132
2022 Q2	$159K	Sell	1,682 -206	-11%	-$21K	0.1%	119
2022 Q1	$207K	Hold	1,888	–	–	0.11%	113
2021 Q4	$209K	Buy	+1,888	New	+$205K	0.1%	114

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

Mechanics Financial Corp's IJJ Position: Q2 2026 in Review

Mechanics Financial Corp held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,004 shares worth $148K. The position accounts for 0.05% of the portfolio, ranked #131.

Mechanics Financial Corp first reported a position in IJJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $209K in Q4 2021. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Mechanics Financial Corp held 1,004 shares of iShares S&P Mid-Cap 400 Value ETF worth $148K as of Q2 2026.
Mechanics Financial Corp left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.05% of Mechanics Financial Corp's portfolio in Q2 2026, its #131 holding.
Mechanics Financial Corp first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 19 quarters since.
Mechanics Financial Corp's iShares S&P Mid-Cap 400 Value ETF position peaked at $209K in Q4 2021.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.