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

Mezzasalma Advisors’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	$361K	Hold	2,727	–	–	0.09%	119
2025 Q4	$363K	Hold	2,727	–	–	0.09%	120
2025 Q3	$354K	Hold	2,727	–	–	0.09%	119
2025 Q2	$337K	Hold	2,727	–	–	0.1%	110
2025 Q1	$327K	Hold	2,727	–	–	0.11%	111
2024 Q4	$341K	Buy	+2,727	New	+$348K	0.11%	105

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Mezzasalma Advisors's IJJ Position: Q1 2026 in Review

Mezzasalma Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 2,727 shares worth $361K. The position accounts for 0.09% of the portfolio, ranked #119.

Mezzasalma Advisors first reported a position in IJJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $363K in Q4 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Mezzasalma Advisors held 2,727 shares of iShares S&P Mid-Cap 400 Value ETF worth $361K as of Q1 2026.
Mezzasalma Advisors 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 0.09% of Mezzasalma Advisors's portfolio in Q1 2026, its #119 holding.
Mezzasalma Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 6 quarters since.
Mezzasalma Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $363K in Q4 2025.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.