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

Nuance Investments’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	-4,639	Closed	-$610K	–	48
2025 Q4	$610K	Buy	+4,639	New	+$604K	0.07%	43
2025 Q2	–	Sell	-5,247	Closed	-$628K	–	47
2025 Q1	$628K	Buy	5,247 +2,512	+92%	+$315K	0.04%	48
2024 Q4	$342K	Buy	+2,735	New	+$349K	0.01%	53
2023 Q1	–	Sell	-11,980	Closed	-$1.21M	–	54
2022 Q4	$1.21M	Buy	+11,980	New	+$1.2M	0.03%	49
2022 Q3	–	Sell	-9,680	Closed	-$914K	–	57
2022 Q2	$914K	Buy	+9,680	New	+$987K	0.02%	50
2022 Q1	–	Sell	-15,154	Closed	-$1.68M	–	58
2021 Q4	$1.68M	Buy	+15,154	New	+$1.65M	0.03%	51
2020 Q2	–	Sell	-6,152	Closed	-$338K	–	64
2020 Q1	$338K	Buy	+6,152	New	+$462K	0.01%	60
2019 Q1	–	Sell	-9,814	Closed	-$679K	–	57
2018 Q4	$679K	Buy	+9,814	New	+$750K	0.05%	53

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

Nuance Investments's IJJ Position: Q1 2026 in Review

Nuance Investments sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026, closing a stake of 4,639 shares — an estimated $610K sold.

Nuance Investments first reported a position in IJJ in Q4 2018 and held it in 8 quarters. The position peaked at $1.68M in Q4 2021. 849 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Nuance Investments reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
Nuance Investments sold 4,639 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $610K.
Nuance Investments first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and held it in 8 quarters.
Nuance Investments's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.68M in Q4 2021.
849 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Nuance Investments's 13F filing for Q1 2026, filed 8 May 2026.