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

Ramiah Investment Group’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	$1.53M	Buy	10,374 +2,729	+36%	+$386K	1.17%	22
2026 Q1	$1.01M	Sell	7,645 -16,556	-68%	-$2.27M	0.89%	19
2025 Q4	$3.18M	Sell	24,201 -2,597	-10%	-$338K	2.76%	11
2025 Q3	$3.48M	Buy	26,798 +18,127	+209%	+$2.32M	3.08%	13
2025 Q2	$1.07M	Buy	+8,671	New	+$1.02M	1.15%	17
2021 Q4	–	Sell	-83,664	Closed	-$8.62M	–	80
2021 Q3	$8.62M	Sell	83,664 -31,750	-28%	-$3.34M	6.18%	6
2021 Q2	$12.2M	Sell	115,414 -2,928	-2%	-$313K	8.7%	5
2021 Q1	$12.1M	Buy	+118,342	New	+$11.3M	9.07%	5

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

Ramiah Investment Group's IJJ Position: Q2 2026 in Review

Ramiah Investment Group increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 36% in Q2 2026, buying an estimated $386K and bringing the position to 10,374 shares worth $1.53M. The position accounts for 1.17% of the portfolio, ranked #22.

Ramiah Investment Group first reported a position in IJJ in Q1 2021 and has held it in 8 quarters since. The position peaked at $12.2M in Q2 2021. 877 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Ramiah Investment Group held 10,374 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.53M as of Q2 2026.
Ramiah Investment Group bought 2,729 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $386K.
iShares S&P Mid-Cap 400 Value ETF made up 1.17% of Ramiah Investment Group's portfolio in Q2 2026, its #22 holding.
Ramiah Investment Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2021 and has held it in 8 quarters since.
Ramiah Investment Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $12.2M in Q2 2021.
877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Ramiah Investment Group's 13F filing for Q2 2026, filed 16 Jul 2026.