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
2026 Q2	$266K	Hold	1,799	–	–	0.19%	83
2026 Q1	$238K	Hold	1,799	–	–	0.18%	90
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

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

Nalls Sherbakoff Group's IJJ Position: Q2 2026 in Review

Nalls Sherbakoff Group held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,799 shares worth $266K. The position accounts for 0.19% of the portfolio, ranked #83.

Nalls Sherbakoff Group first reported a position in IJJ in Q4 2018 and has held it in 11 quarters since. The position peaked at $271K in Q1 2025. 877 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Nalls Sherbakoff Group held 1,799 shares of iShares S&P Mid-Cap 400 Value ETF worth $266K as of Q2 2026.
Nalls Sherbakoff Group 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 0.19% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #83 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 11 quarters since.
Nalls Sherbakoff Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $271K in Q1 2025.
877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.