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

Mendota Financial Group’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	–	Sell	-360	Closed	-$47.4K	–	63
2025 Q4	$47.4K	Hold	360	–	–	0.03%	67
2025 Q3	$46.7K	Hold	360	–	–	0.03%	73
2025 Q2	$44.5K	Hold	360	–	–	0.04%	55
2025 Q1	$43.1K	Hold	360	–	–	0.05%	53
2024 Q4	$45K	Hold	360	–	–	0.03%	169
2024 Q3	$44.5K	Hold	360	–	–	0.02%	184
2024 Q2	$40.8K	Hold	360	–	–	0.02%	184
2024 Q1	$42.6K	Hold	360	–	–	0.02%	189
2023 Q4	$41.1K	Hold	360	–	–	0.03%	210
2023 Q3	$36.3K	Hold	360	–	–	0.04%	153
2023 Q2	$38.6K	Hold	360	–	–	0.04%	146
2023 Q1	$39.5K	Hold	360	–	–	0.04%	156
2022 Q4	$36.3K	Buy	+360	New	+$35.9K	0.05%	147

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

Mendota Financial Group's IJJ Position: Q1 2026 in Review

Mendota Financial Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026, closing a stake of 360 shares — an estimated $47.4K sold.

Mendota Financial Group first reported a position in IJJ in Q4 2022 and held it in 13 quarters. The position peaked at $47.4K in Q4 2025. 849 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Mendota Financial Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
Mendota Financial Group sold 360 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $47.4K.
Mendota Financial Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and held it in 13 quarters.
Mendota Financial Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $47.4K in Q4 2025.
849 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Mendota Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.