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

Parallel 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	$676K	Buy	5,099 +1,744	+52%	+$239K	0.01%	619
2025 Q4	$441K	Buy	3,355 +1,258	+60%	+$164K	0.01%	738
2025 Q3	$272K	Sell	2,097 -8	-0.4%	-$1.02K	0.01%	914
2025 Q2	$260K	Buy	2,105 +8	+0.4%	+$941	0.01%	893
2025 Q1	$251K	Buy	2,097 +10	+0.5%	+$1.25K	0.01%	861
2024 Q4	$261K	Hold	2,087	–	–	0.01%	821
2024 Q3	$258K	Hold	2,087	–	–	0.01%	822
2024 Q2	$237K	Hold	2,087	–	–	0.01%	802
2024 Q1	$247K	Buy	2,087 +1,000	+92%	+$113K	0.01%	782
2023 Q4	$124K	Buy	1,087 +190	+21%	+$19.5K	﹤0.01%	1025
2023 Q3	$90.5K	Sell	897 -77	-8%	-$8.23K	﹤0.01%	1132
2023 Q2	$104K	Hold	974	–	–	﹤0.01%	1050
2023 Q1	$100K	Buy	974 +401	+70%	+$42.9K	﹤0.01%	1053
2022 Q4	$57.8K	Hold	573	–	–	﹤0.01%	1208
2022 Q3	$52K	Hold	573	–	–	﹤0.01%	1245
2022 Q2	$54K	Hold	573	–	–	﹤0.01%	1209
2022 Q1	$64K	Buy	573 +496	+644%	+$53.5K	﹤0.01%	1174
2021 Q4	$9K	Hold	77	–	–	﹤0.01%	2160
2021 Q3	$8K	Buy	+77	New	+$8.09K	﹤0.01%	2176
2020 Q1	–	Sell	-4,398	Closed	-$375K	–	2503
2019 Q4	$375K	Hold	4,398	–	–	0.03%	351
2019 Q3	$352K	Hold	4,398	–	–	0.03%	341
2019 Q2	$351K	Hold	4,398	–	–	0.03%	316
2019 Q1	$345K	Sell	4,398 -130	-3%	-$10.1K	0.04%	285
2018 Q4	$313K	Buy	4,528 +1,092	+32%	+$83.5K	0.04%	268
2018 Q3	$287K	Buy	+3,436	New	+$287K	0.04%	307

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 $16.5B AUM 19.94% 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

Parallel Advisors's IJJ Position: Q1 2026 in Review

Parallel Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 52% in Q1 2026, buying an estimated $239K and bringing the position to 5,099 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #619.

Parallel Advisors first reported a position in IJJ in Q3 2018 and has held it in 25 quarters since. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Parallel Advisors held 5,099 shares of iShares S&P Mid-Cap 400 Value ETF worth $676K as of Q1 2026.
Parallel Advisors bought 1,744 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $239K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #619 holding.
Parallel Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2018 and has held it in 25 quarters since.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

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