Resources Management Corp’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Resources Management Corp’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	-50	Closed	-$7K	–	271
2026 Q1	$7K	Hold	50	–	–	﹤0.01%	350
2025 Q4	$7K	Hold	50	–	–	﹤0.01%	368
2025 Q3	$6K	Hold	50	–	–	﹤0.01%	360
2025 Q2	$6K	Hold	50	–	–	﹤0.01%	370
2025 Q1	$6K	Hold	50	–	–	﹤0.01%	369
2024 Q4	$6K	Hold	50	–	–	﹤0.01%	373
2024 Q3	$6K	Hold	50	–	–	﹤0.01%	384
2024 Q2	$6K	Hold	50	–	–	﹤0.01%	371
2024 Q1	$6K	Hold	50	–	–	﹤0.01%	383
2023 Q4	$6K	Hold	50	–	–	﹤0.01%	382
2023 Q3	$5K	Hold	50	–	–	﹤0.01%	389
2023 Q2	$5K	Sell	50 -4,951	-99%	-$503K	﹤0.01%	390
2023 Q1	$8K	Buy	5,001 +4,951	+9,902%	+$529K	﹤0.01%	389
2022 Q4	$5K	Hold	50	–	–	﹤0.01%	404
2022 Q3	$5K	Hold	50	–	–	﹤0.01%	423
2022 Q2	$5K	Hold	50	–	–	﹤0.01%	437
2022 Q1	$5K	Hold	50	–	–	﹤0.01%	440
2021 Q4	$6K	Hold	50	–	–	﹤0.01%	446
2021 Q3	$5K	Hold	50	–	–	﹤0.01%	433
2021 Q2	$5K	Hold	50	–	–	﹤0.01%	444
2021 Q1	$5K	Hold	50	–	–	﹤0.01%	445
2020 Q4	$4K	Hold	50	–	–	﹤0.01%	451
2020 Q3	$3K	Hold	50	–	–	﹤0.01%	416
2020 Q2	$3K	Hold	50	–	–	﹤0.01%	441
2020 Q1	$3K	Hold	50	–	–	﹤0.01%	437
2019 Q4	$4K	Hold	50	–	–	﹤0.01%	422
2019 Q3	$4K	Buy	+50	New	+$3.94K	﹤0.01%	458
2018 Q4	$3K	Buy	+50	New	+$3.82K	﹤0.01%	456

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

Resources Management Corp's IJJ Position: Q2 2026 in Review

Resources Management Corp sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026, closing a stake of 50 shares — an estimated $7K sold.

Resources Management Corp first reported a position in IJJ in Q4 2018 and held it in 28 quarters. The position peaked at $8K in Q1 2023. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Resources Management Corp reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2026 after selling out during the quarter.
Resources Management Corp sold 50 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $7K.
Resources Management Corp first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and held it in 28 quarters.
Resources Management Corp's iShares S&P Mid-Cap 400 Value ETF position peaked at $8K in Q1 2023.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.