Rik Saylor Financial’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Rik Saylor Financial’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	$1.66M	Sell	12,564 -229	-2%	-$31.4K	1.26%	26
2025 Q4	$1.68M	Sell	12,793 -71	-0.6%	-$9.24K	1.23%	27
2025 Q3	$1.67M	Sell	12,864 -534	-4%	-$68.4K	1.22%	28
2025 Q2	$1.66M	Sell	13,398 -434	-3%	-$51.1K	1.27%	25
2025 Q1	$1.66M	Buy	13,832 +156	+1%	+$19.5K	1.46%	19
2024 Q4	$1.71M	Buy	+13,676	New	+$1.75M	1.58%	20

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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

Rik Saylor Financial's IJJ Position: Q1 2026 in Review

Rik Saylor Financial reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.8% in Q1 2026, selling an estimated $31.4K and leaving 12,564 shares worth $1.66M. The position accounts for 1.26% of the portfolio, ranked #26.

Rik Saylor Financial first reported a position in IJJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.71M in Q4 2024. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Rik Saylor Financial held 12,564 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.66M as of Q1 2026.
Rik Saylor Financial sold 229 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $31.4K.
iShares S&P Mid-Cap 400 Value ETF made up 1.26% of Rik Saylor Financial's portfolio in Q1 2026, its #26 holding.
Rik Saylor Financial first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 6 quarters since.
Rik Saylor Financial's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.71M in Q4 2024.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Rik Saylor Financial's 13F filing for Q1 2026, filed 8 May 2026.