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Richmond Investment Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Richmond Investment Services’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 		$210K Buy
1,587
+2
+0.1% +$274 0.03% 246
2025
Q4 		$208K Buy
1,585
+4
+0.3% +$521 0.04% 226
2025
Q3 		$205K Sell
1,581
-442
-22% -$56.6K 0.04% 215
2025
Q2 		$250K Buy
+2,023
New +$238K 0.05% 183

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Richmond Investment Services's IJJ Position: Q1 2026 in Review

Richmond Investment Services increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.13% in Q1 2026, buying an estimated $274 and bringing the position to 1,587 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #246.

Richmond Investment Services first reported a position in IJJ in Q2 2025 and has held it in 4 quarters since. The position peaked at $250K in Q2 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

  • Richmond Investment Services held 1,587 shares of iShares S&P Mid-Cap 400 Value ETF worth $210K as of Q1 2026.
  • Richmond Investment Services bought 2 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $274.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Richmond Investment Services's portfolio in Q1 2026, its #246 holding.
  • Richmond Investment Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Richmond Investment Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $250K in Q2 2025.
  • 842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.