Princeton Global Asset Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Princeton Global Asset Management’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	–	Sell	-300	Closed	-$39.8K	–	861
2026 Q1	$39.8K	Hold	300	–	–	0.01%	387
2025 Q4	$39.5K	Hold	300	–	–	0.01%	375
2025 Q3	$38.9K	Hold	300	–	–	0.01%	350
2025 Q2	$37.1K	Hold	300	–	–	0.01%	354
2025 Q1	$35.9K	Hold	300	–	–	0.01%	337
2024 Q4	$37.5K	Hold	300	–	–	0.01%	350
2024 Q3	$37.1K	Hold	300	–	–	0.01%	353
2024 Q2	$34K	Hold	300	–	–	0.01%	329
2024 Q1	$35.5K	Hold	300	–	–	0.01%	303
2023 Q4	$34.2K	Hold	300	–	–	0.01%	305
2023 Q3	$30.3K	Hold	300	–	–	0.01%	293
2023 Q2	$32.1K	Hold	300	–	–	0.01%	295
2023 Q1	$30.8K	Hold	300	–	–	0.01%	304
2022 Q4	$30K	Hold	300	–	–	0.01%	287
2022 Q3	$27K	Hold	300	–	–	0.01%	291
2022 Q2	$28K	Sell	300 -51	-15%	-$5.2K	0.01%	300
2022 Q1	$38K	Buy	+351	New	+$37.9K	0.01%	288

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

Princeton Global Asset Management's IJJ Position: Q2 2026 in Review

Princeton Global Asset Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026, closing a stake of 300 shares — an estimated $39.8K sold.

Princeton Global Asset Management first reported a position in IJJ in Q1 2022 and held it in 17 quarters. The position peaked at $39.8K in Q1 2026. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Princeton Global Asset Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2026 after selling out during the quarter.
Princeton Global Asset Management sold 300 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $39.8K.
Princeton Global Asset Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and held it in 17 quarters.
Princeton Global Asset Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $39.8K in Q1 2026.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.