Richards, Merrill & Peterson’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Richards, Merrill & Peterson’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	$231K	Hold	1,564	–	–	0.07%	182
2026 Q1	$207K	Sell	1,564 -1,500	-49%	-$205K	0.08%	179
2025 Q4	$403K	Hold	3,064	–	–	0.15%	128
2025 Q3	$397K	Hold	3,064	–	–	0.17%	121
2025 Q2	$379K	Hold	3,064	–	–	0.18%	123
2025 Q1	$367K	Hold	3,064	–	–	0.19%	109
2024 Q4	$383K	Buy	+3,064	New	+$391K	0.2%	105

Other funds holding IJJ

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CFB

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Richards, Merrill & Peterson's IJJ Position: Q2 2026 in Review

Richards, Merrill & Peterson held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,564 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #182.

Richards, Merrill & Peterson first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $403K in Q4 2025. 379 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Richards, Merrill & Peterson held 1,564 shares of iShares S&P Mid-Cap 400 Value ETF worth $231K as of Q2 2026.
Richards, Merrill & Peterson left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.07% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #182 holding.
Richards, Merrill & Peterson first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's iShares S&P Mid-Cap 400 Value ETF position peaked at $403K in Q4 2025.
379 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.