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 Q2	–	Sell	-1,587	Closed	-$210K	–	191
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 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

Richmond Investment Services's IJJ Position: Q2 2026 in Review

Richmond Investment Services sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026, closing a stake of 1,587 shares — an estimated $210K sold.

Richmond Investment Services first reported a position in IJJ in Q2 2025 and held it in 4 quarters. The position peaked at $250K in Q2 2025. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Richmond Investment Services reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2026 after selling out during the quarter.
Richmond Investment Services sold 1,587 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $210K.
Richmond Investment Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and held it in 4 quarters.
Richmond Investment Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $250K in Q2 2025.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.