Reynders McVeigh Capital Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Reynders McVeigh Capital 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 Q1	$345K	Hold	2,600	–	–	0.02%	151
2025 Q4	$342K	Hold	2,600	–	–	0.02%	148
2025 Q3	$337K	Sell	2,600 -1,000	-28%	-$128K	0.02%	157
2025 Q2	$445K	Hold	3,600	–	–	0.02%	138
2025 Q1	$431K	Hold	3,600	–	–	0.02%	143
2024 Q4	$450K	Hold	3,600	–	–	0.02%	141
2024 Q3	$445K	Hold	3,600	–	–	0.02%	150
2024 Q2	$408K	Hold	3,600	–	–	0.02%	148
2024 Q1	$426K	Hold	3,600	–	–	0.02%	146
2023 Q4	$411K	Hold	3,600	–	–	0.03%	145
2023 Q3	$363K	Hold	3,600	–	–	0.02%	153
2023 Q2	$386K	Sell	3,600 -1,000	-22%	-$102K	0.03%	154
2023 Q1	$473K	Hold	4,600	–	–	0.03%	136
2022 Q4	$464K	Hold	4,600	–	–	0.03%	142
2022 Q3	$414K	Hold	4,600	–	–	0.03%	152
2022 Q2	$434K	Hold	4,600	–	–	0.03%	155
2022 Q1	$504K	Hold	4,600	–	–	0.03%	153
2021 Q4	$509K	Hold	4,600	–	–	0.03%	163
2021 Q3	$474K	Sell	4,600 -1,000	-18%	-$105K	0.03%	158
2021 Q2	$590K	Hold	5,600	–	–	0.04%	142
2021 Q1	$571K	Hold	5,600	–	–	0.04%	145
2020 Q4	$483K	Sell	5,600 -1,500	-21%	-$118K	0.03%	157
2020 Q3	$479K	Sell	7,100 -22	-0.3%	-$1.52K	0.04%	151
2020 Q2	$473K	Buy	7,122 +22	+0.3%	+$1.38K	0.04%	145
2020 Q1	$390K	Hold	7,100	–	–	0.04%	133
2019 Q4	$606K	Hold	7,100	–	–	0.06%	141
2019 Q3	$568K	Hold	7,100	–	–	0.06%	132
2019 Q2	$566K	Hold	7,100	–	–	0.06%	135
2019 Q1	$557K	Buy	+7,100	New	+$550K	0.06%	136

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 $424B AUM 22.96% 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 $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Reynders McVeigh Capital Management's IJJ Position: Q1 2026 in Review

Reynders McVeigh Capital Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 2,600 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #151.

Reynders McVeigh Capital Management first reported a position in IJJ in Q1 2019 and has held it in 29 quarters since. The position peaked at $606K in Q4 2019. 847 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Reynders McVeigh Capital Management held 2,600 shares of iShares S&P Mid-Cap 400 Value ETF worth $345K as of Q1 2026.
Reynders McVeigh Capital Management left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Reynders McVeigh Capital Management's portfolio in Q1 2026, its #151 holding.
Reynders McVeigh Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2019 and has held it in 29 quarters since.
Reynders McVeigh Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $606K in Q4 2019.
847 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Reynders McVeigh Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.