Panoramic Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Panoramic Investment Advisors’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	$384K	Buy	2,900 +250	+9%	+$34.2K	0.21%	85
2025 Q4	$349K	Sell	2,650 -250	-9%	-$32.5K	0.19%	87
2025 Q3	$376K	Hold	2,900	–	–	0.21%	77
2025 Q2	$358K	Sell	2,900 -3,035	-51%	-$357K	0.22%	79
2025 Q1	$711K	Hold	5,935	–	–	0.48%	48
2024 Q4	$742K	Hold	5,935	–	–	0.48%	49
2024 Q3	$734K	Buy	+5,935	New	+$706K	0.51%	48
2024 Q1	$779K	Buy	6,585 +1,925	+41%	+$217K	0.57%	44
2023 Q4	$531K	Hold	4,660	–	–	0.46%	53
2023 Q3	$470K	Buy	+4,660	New	+$498K	0.43%	57
2022 Q4	$336K	Buy	+3,335	New	+$333K	0.34%	67

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Panoramic Investment Advisors's IJJ Position: Q1 2026 in Review

Panoramic Investment Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 9.4% in Q1 2026, buying an estimated $34.2K and bringing the position to 2,900 shares worth $384K. The position accounts for 0.21% of the portfolio, ranked #85.

Panoramic Investment Advisors first reported a position in IJJ in Q4 2022 and has held it in 11 quarters since. The position peaked at $779K in Q1 2024. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Panoramic Investment Advisors held 2,900 shares of iShares S&P Mid-Cap 400 Value ETF worth $384K as of Q1 2026.
Panoramic Investment Advisors bought 250 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $34.2K.
iShares S&P Mid-Cap 400 Value ETF made up 0.21% of Panoramic Investment Advisors's portfolio in Q1 2026, its #85 holding.
Panoramic Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $779K in Q1 2024.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.