MTI
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Merrithew & Thorsten Inc’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Merrithew & Thorsten Inc’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 		$30K Buy
204
+1
+0.5% +$141 0.03% 57
2026
Q1 		$26K Buy
203
+1
+0.5% +$137 0.02% 56
2025
Q4 		$26K Buy
+202
New +$26.3K 0.03% 53

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Merrithew & Thorsten Inc's IJJ Position: Q2 2026 in Review

Merrithew & Thorsten Inc increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.49% in Q2 2026, buying an estimated $141 and bringing the position to 204 shares worth $30K. The position accounts for 0.03% of the portfolio, ranked #57.

Merrithew & Thorsten Inc first reported a position in IJJ in Q4 2025 and has held it in 3 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Merrithew & Thorsten Inc held 204 shares of iShares S&P Mid-Cap 400 Value ETF worth $30K as of Q2 2026.
  • Merrithew & Thorsten Inc bought 1 iShares S&P Mid-Cap 400 Value ETF share in Q2 2026, an estimated $141.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Merrithew & Thorsten Inc's portfolio in Q2 2026, its #57 holding.
  • Merrithew & Thorsten Inc first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Merrithew & Thorsten Inc's 13F filing for Q2 2026, filed 31 Jul 2026.