RhumbLine Advisers’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

RhumbLine Advisers’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	-100	Closed	-$13.3K	–	4194
2026 Q1	$13.3K	Buy	+100	New	+$13.7K	﹤0.01%	3771
2025 Q3	–	Sell	-100	Closed	-$12.4K	–	4158
2025 Q2	$12.4K	Buy	+100	New	+$11.8K	﹤0.01%	3846
2024 Q3	–	Sell	-100	Closed	-$11.3K	–	4258
2024 Q2	$11.3K	Buy	+100	New	+$11.4K	﹤0.01%	3963
2024 Q1	–	Sell	-100	Closed	-$11.4K	–	4255
2023 Q4	$11.4K	Buy	+100	New	+$10.3K	﹤0.01%	3844
2023 Q3	–	Sell	-100	Closed	-$10.7K	–	4334
2023 Q2	$10.7K	Sell	100 -4,549	-98%	-$462K	﹤0.01%	3932
2023 Q1	$478K	Buy	+4,649	New	+$497K	﹤0.01%	2454
2022 Q2	–	Sell	-3,900	Closed	-$428K	–	3160
2022 Q1	$428K	Buy	+3,900	New	+$421K	﹤0.01%	2490

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

RhumbLine Advisers's IJJ Position: Q2 2026 in Review

RhumbLine Advisers sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026, closing a stake of 100 shares — an estimated $13.3K sold.

RhumbLine Advisers first reported a position in IJJ in Q1 2022 and held it in 7 quarters. The position peaked at $478K in Q1 2023. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

RhumbLine Advisers reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2026 after selling out during the quarter.
RhumbLine Advisers sold 100 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $13.3K.
RhumbLine Advisers first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and held it in 7 quarters.
RhumbLine Advisers's iShares S&P Mid-Cap 400 Value ETF position peaked at $478K 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 RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.