Nalls Sherbakoff Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Nalls Sherbakoff Group’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
2025 Q4	$237K	Hold	1,799	–	–	0.17%	90
2025 Q3	$233K	Hold	1,799	–	–	0.16%	92
2025 Q2	$222K	Sell	1,799 -465	-21%	-$54.7K	0.16%	90
2025 Q1	$271K	Buy	+2,264	New	+$283K	0.22%	72
2023 Q4	$258K	Hold	2,264	–	–	0.23%	61
2023 Q3	$229K	Hold	2,264	–	–	0.22%	63
2023 Q2	$222K	Hold	2,264	–	–	0.22%	65
2023 Q1	$229K	Buy	+2,264	New	+$242K	0.23%	67
2018 Q4	$177K	Buy	+2,564	New	+$196K	0.28%	58

Other funds holding IJJ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Align Financial Hermantown, Minnesota $202M AUM

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Nalls Sherbakoff Group's IJJ Position: Q4 2025 in Review

Nalls Sherbakoff Group held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q4 2025 at 1,799 shares worth $237K. The position accounts for 0.17% of the portfolio, ranked #90.

Nalls Sherbakoff Group first reported a position in IJJ in Q4 2018 and has held it in 9 quarters since. The position peaked at $271K in Q1 2025. 839 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

Nalls Sherbakoff Group held 1,799 shares of iShares S&P Mid-Cap 400 Value ETF worth $237K as of Q4 2025.
Nalls Sherbakoff Group left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q4 2025.
iShares S&P Mid-Cap 400 Value ETF made up 0.17% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #90 holding.
Nalls Sherbakoff Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $271K in Q1 2025.
839 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.