Mullaney, Keating & Wright’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Mullaney, Keating & Wright’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	-2,383	Closed	-$314K	–	72
2025 Q4	$314K	Hold	2,383	–	–	0.17%	52
2025 Q3	$309K	Hold	2,383	–	–	0.17%	49
2025 Q2	$294K	Hold	2,383	–	–	0.19%	49
2025 Q1	$285K	Hold	2,383	–	–	0.19%	47
2024 Q4	$298K	Sell	2,383 -981	-29%	-$125K	0.2%	48
2024 Q3	$416K	Buy	3,364 +32	+1%	+$3.81K	0.29%	39
2024 Q2	$378K	Buy	+3,332	New	+$380K	0.29%	36

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

Mullaney, Keating & Wright's IJJ Position: Q1 2026 in Review

Mullaney, Keating & Wright sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026, closing a stake of 2,383 shares — an estimated $314K sold.

Mullaney, Keating & Wright first reported a position in IJJ in Q2 2024 and held it in 7 quarters. The position peaked at $416K in Q3 2024. 849 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Mullaney, Keating & Wright reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
Mullaney, Keating & Wright sold 2,383 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $314K.
Mullaney, Keating & Wright first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2024 and held it in 7 quarters.
Mullaney, Keating & Wright's iShares S&P Mid-Cap 400 Value ETF position peaked at $416K in Q3 2024.
849 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q1 2026, filed 29 May 2026.