Raymond James Financial
IJJ icon

Raymond James Financial’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Raymond James Financial’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 		$122M Buy
922,764
+126,569
+16% +$17.3M 0.04% 438
2025
Q4 		$105M Sell
796,195
-70,994
-8% -$9.24M 0.03% 489
2025
Q3 		$112M Buy
867,189
+17,997
+2% +$2.3M 0.04% 460
2025
Q2 		$105M Sell
849,192
-27,761
-3% -$3.27M 0.04% 466
2025
Q1 		$105M Buy
876,953
+23,414
+3% +$2.93M 0.04% 414
2024
Q4 		$107M Buy
+853,539
New +$109M 0.04% 411

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
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
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return