Pacific Center for Financial Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Pacific Center for Financial Services’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	$21.9K	Hold	148	–	–	﹤0.01%	272
2026 Q1	$19.6K	Sell	148 -72	-33%	-$9.86K	0.01%	272
2025 Q4	$28.5K	Hold	220	–	–	0.01%	239
2025 Q3	$28.5K	Hold	220	–	–	0.01%	239
2025 Q2	$27.2K	Hold	220	–	–	0.01%	231
2025 Q1	$26.3K	Hold	220	–	–	0.01%	232
2024 Q4	$27.5K	Hold	220	–	–	0.01%	230
2024 Q3	$27.2K	Hold	220	–	–	0.01%	231
2024 Q2	$25K	Hold	220	–	–	0.01%	227
2024 Q1	$26K	Hold	220	–	–	0.01%	229
2023 Q4	$25.1K	Hold	220	–	–	0.01%	215
2023 Q3	$22.2K	Hold	220	–	–	0.01%	227
2023 Q2	$23.6K	Hold	220	–	–	0.01%	215
2023 Q1	$22.6K	Buy	+220	New	+$23.5K	0.01%	217
2022 Q3	$20K	Hold	220	–	–	0.01%	223
2022 Q2	$21K	Hold	220	–	–	0.01%	222
2022 Q1	$24K	Hold	220	–	–	0.01%	217
2021 Q4	$24K	Hold	220	–	–	0.01%	221
2021 Q3	$23K	Hold	220	–	–	0.01%	217
2021 Q2	$23K	Hold	220	–	–	0.01%	210
2021 Q1	$22K	Hold	220	–	–	0.01%	203
2020 Q4	$19K	Buy	220 +148	+206%	+$11.6K	0.01%	206
2020 Q3	$5K	Buy	72 +38	+112%	+$2.63K	﹤0.01%	249
2020 Q2	$2K	Buy	+34	New	+$2.13K	﹤0.01%	269

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

Pacific Center for Financial Services's IJJ Position: Q2 2026 in Review

Pacific Center for Financial Services held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 148 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Pacific Center for Financial Services first reported a position in IJJ in Q2 2020 and has held it in 24 quarters since. The position peaked at $28.5K in Q4 2025. 875 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Pacific Center for Financial Services held 148 shares of iShares S&P Mid-Cap 400 Value ETF worth $21.9K as of Q2 2026.
Pacific Center for Financial Services 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 ﹤0.01% of Pacific Center for Financial Services's portfolio in Q2 2026, its #272 holding.
Pacific Center for Financial Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2020 and has held it in 24 quarters since.
Pacific Center for Financial Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $28.5K in Q4 2025.
875 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.