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

Rice Partnership’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	$113K	Sell	765 -42	-5%	-$5.94K	0.01%	132
2026 Q1	$107K	Hold	807	–	–	0.01%	128
2025 Q4	$106K	Hold	807	–	–	0.01%	127
2025 Q3	$105K	Buy	807 +429	+113%	+$54.9K	0.01%	130
2025 Q2	$46.7K	Buy	378 +26	+7%	+$3.06K	0.01%	140
2025 Q1	$42.1K	Hold	352	–	–	0.01%	125
2024 Q4	$44K	Hold	352	–	–	0.01%	133
2024 Q3	$43.5K	Hold	352	–	–	0.01%	135
2024 Q2	$39.9K	Hold	352	–	–	0.01%	126
2024 Q1	$41.6K	Sell	352 -185	-34%	-$20.8K	0.01%	116
2023 Q4	$61.2K	Buy	537 +9	+2%	+$926	0.02%	103
2023 Q3	$53.3K	Hold	528	–	–	0.02%	106
2023 Q2	$56.6K	Hold	528	–	–	0.02%	113
2023 Q1	$54.3K	Hold	528	–	–	0.02%	101
2022 Q4	$53.2K	Hold	528	–	–	0.02%	96
2022 Q3	$48K	Hold	528	–	–	0.02%	104
2022 Q2	$50K	Hold	528	–	–	0.02%	101
2022 Q1	$58K	Hold	528	–	–	0.02%	113
2021 Q4	$58K	Hold	528	–	–	0.02%	112
2021 Q3	$54K	Hold	528	–	–	0.02%	109
2021 Q2	$56K	Hold	528	–	–	0.02%	106
2021 Q1	$54K	Hold	528	–	–	0.02%	97
2020 Q4	$46K	Buy	+528	New	+$41.4K	0.02%	100
2020 Q3	–	Sell	-150	Closed	-$10K	–	94
2020 Q2	$10K	Hold	150	–	–	0.01%	83
2020 Q1	$8K	Hold	150	–	–	0.01%	91
2019 Q4	$13K	Hold	150	–	–	0.01%	91
2019 Q3	$12K	Hold	150	–	–	0.01%	95
2019 Q2	$12K	Buy	+150	New	+$11.9K	0.01%	93

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

Rice Partnership's IJJ Position: Q2 2026 in Review

Rice Partnership reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 5.2% in Q2 2026, selling an estimated $5.94K and leaving 765 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #132.

Rice Partnership first reported a position in IJJ in Q2 2019 and has held it in 28 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Rice Partnership held 765 shares of iShares S&P Mid-Cap 400 Value ETF worth $113K as of Q2 2026.
Rice Partnership sold 42 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $5.94K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Rice Partnership's portfolio in Q2 2026, its #132 holding.
Rice Partnership first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2019 and has held it in 28 quarters since.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.