Moisand Fitzgerald Tamayo’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Moisand Fitzgerald Tamayo’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	$11.5K	Hold	78	–	–	﹤0.01%	355
2026 Q1	$10.3K	Hold	78	–	–	﹤0.01%	340
2025 Q4	$10.3K	Hold	78	–	–	﹤0.01%	340
2025 Q3	$10.1K	Hold	78	–	–	﹤0.01%	350
2025 Q2	$9.64K	Hold	78	–	–	﹤0.01%	352
2025 Q1	$9.34K	Hold	78	–	–	﹤0.01%	354
2024 Q4	$9.75K	Hold	78	–	–	﹤0.01%	345
2024 Q3	$9.64K	Hold	78	–	–	﹤0.01%	357
2024 Q2	$8.85K	Hold	78	–	–	﹤0.01%	320
2024 Q1	$9.23K	Hold	78	–	–	﹤0.01%	320
2023 Q4	$8.9K	Hold	78	–	–	﹤0.01%	348
2023 Q3	$7.87K	Hold	78	–	–	﹤0.01%	361
2023 Q2	$8.36K	Hold	78	–	–	﹤0.01%	340
2023 Q1	$8.02K	Hold	78	–	–	﹤0.01%	349
2022 Q4	$7.86K	Hold	78	–	–	﹤0.01%	347
2022 Q3	$7K	Hold	78	–	–	﹤0.01%	321
2022 Q2	$7K	Hold	78	–	–	﹤0.01%	295
2022 Q1	$9K	Hold	78	–	–	﹤0.01%	192
2021 Q4	$9K	Hold	78	–	–	﹤0.01%	263
2021 Q3	$8K	Hold	78	–	–	﹤0.01%	262
2021 Q2	$8K	Hold	78	–	–	﹤0.01%	282
2021 Q1	$8K	Hold	78	–	–	﹤0.01%	231
2020 Q4	$7K	Hold	78	–	–	﹤0.01%	237
2020 Q3	$5K	Hold	78	–	–	﹤0.01%	243
2020 Q2	$5K	Hold	78	–	–	﹤0.01%	224
2020 Q1	$4K	Hold	78	–	–	﹤0.01%	206
2019 Q4	$7K	Hold	78	–	–	﹤0.01%	214
2019 Q3	$6K	Hold	78	–	–	﹤0.01%	218
2019 Q2	$6K	Hold	78	–	–	﹤0.01%	217
2019 Q1	$6K	Hold	78	–	–	﹤0.01%	221
2018 Q4	$5K	Hold	78	–	–	﹤0.01%	222
2018 Q3	$7K	Hold	78	–	–	﹤0.01%	226
2018 Q2	$6K	Hold	78	–	–	﹤0.01%	214
2018 Q1	$6K	Hold	78	–	–	﹤0.01%	237
2017 Q4	$6K	Hold	78	–	–	﹤0.01%	211
2017 Q3	$6K	Buy	+78	New	+$5.78K	﹤0.01%	228
2016 Q2	–	Sell	-78	Closed	-$5K	–	115
2016 Q1	$5K	Hold	78	–	–	﹤0.01%	180
2015 Q4	$5K	Buy	+78	New	+$4.72K	﹤0.01%	174

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

Moisand Fitzgerald Tamayo's IJJ Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 78 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Moisand Fitzgerald Tamayo first reported a position in IJJ in Q4 2015 and has held it in 38 quarters since. 875 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Moisand Fitzgerald Tamayo held 78 shares of iShares S&P Mid-Cap 400 Value ETF worth $11.5K as of Q2 2026.
Moisand Fitzgerald Tamayo 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 ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #355 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2015 and has held it in 38 quarters since.
875 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.