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

MONECO 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	$691K	Sell	5,215 -36	-0.7%	-$4.93K	0.05%	252
2025 Q4	$691K	Buy	5,251 +24	+0.5%	+$3.12K	0.05%	248
2025 Q3	$678K	Sell	5,227 -854	-14%	-$109K	0.06%	251
2025 Q2	$751K	Sell	6,081 -531	-8%	-$62.5K	0.07%	229
2025 Q1	$792K	Buy	6,612 +616	+10%	+$77.1K	0.08%	204
2024 Q4	$749K	Sell	5,996 -11	-0.2%	-$1.4K	0.08%	210
2024 Q3	$743K	Buy	6,007 +300	+5%	+$35.7K	0.09%	194
2024 Q2	$648K	Buy	5,707 +25	+0.4%	+$2.85K	0.1%	199
2024 Q1	$672K	Buy	5,682 +74	+1%	+$8.33K	0.11%	200
2023 Q4	$639K	Buy	5,608 +51	+0.9%	+$5.25K	0.12%	186
2023 Q3	$561K	Hold	5,557	–	–	0.15%	155
2023 Q2	$595K	Buy	5,557 +17	+0.3%	+$1.73K	0.16%	148
2023 Q1	$569K	Buy	5,540 +11	+0.2%	+$1.18K	0.17%	143
2022 Q4	$557K	Sell	5,529 -456	-8%	-$45.5K	0.2%	123
2022 Q3	$539K	Buy	5,985 +41	+0.7%	+$4.08K	0.22%	110
2022 Q2	$561K	Sell	5,944 -32	-0.5%	-$3.26K	0.22%	107
2022 Q1	$655K	Buy	5,976 +58	+1%	+$6.26K	0.24%	98
2021 Q4	$626K	Buy	5,918 +27	+0.5%	+$2.94K	0.24%	102
2021 Q3	$607K	Sell	5,891 -813	-12%	-$85.4K	0.24%	95
2021 Q2	$706K	Sell	6,704 -932	-12%	-$99.5K	0.32%	77
2021 Q1	$778K	Sell	7,636 -66	-0.9%	-$6.3K	0.38%	67
2020 Q4	$697K	Sell	7,702 -68	-0.9%	-$5.33K	0.38%	63
2020 Q3	$524K	Buy	7,770 +6	+0.1%	+$414	0.33%	70
2020 Q2	$516K	Buy	7,764 +28	+0.4%	+$1.76K	0.4%	62
2020 Q1	$425K	Sell	7,736 -202	-3%	-$15.2K	0.43%	57
2019 Q4	$685K	Buy	7,938 +10	+0.1%	+$822	0.49%	50
2019 Q3	$634K	Sell	7,928 -1,176	-13%	-$92.6K	0.49%	48
2019 Q2	$726K	Sell	9,104 -690	-7%	-$54.7K	0.58%	40
2019 Q1	$769K	Sell	9,794 -18	-0.2%	-$1.39K	0.62%	40
2018 Q4	$679K	Buy	+9,812	New	+$750K	0.79%	31

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

MONECO Advisors's IJJ Position: Q1 2026 in Review

MONECO Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.69% in Q1 2026, selling an estimated $4.93K and leaving 5,215 shares worth $691K. The position accounts for 0.05% of the portfolio, ranked #252.

MONECO Advisors first reported a position in IJJ in Q4 2018 and has held it in 30 quarters since. The position peaked at $792K in Q1 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

MONECO Advisors held 5,215 shares of iShares S&P Mid-Cap 400 Value ETF worth $691K as of Q1 2026.
MONECO Advisors sold 36 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $4.93K.
iShares S&P Mid-Cap 400 Value ETF made up 0.05% of MONECO Advisors's portfolio in Q1 2026, its #252 holding.
MONECO Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 30 quarters since.
MONECO Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $792K in Q1 2025.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.