Ritholtz Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Ritholtz Wealth Management’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	$355K	Hold	2,406	–	–	0.01%	982
2026 Q1	$319K	Hold	2,406	–	–	0.01%	953
2025 Q4	$317K	Hold	2,406	–	–	0.01%	873
2025 Q3	$312K	Hold	2,406	–	–	0.01%	823
2025 Q2	$297K	Buy	2,406 +724	+43%	+$85.2K	0.01%	794
2025 Q1	$201K	Buy	1,682 +64	+4%	+$8.01K	0.01%	869
2024 Q4	$202K	Hold	1,618	–	–	0.01%	810
2024 Q3	$200K	Buy	+1,618	New	+$192K	0.01%	817

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

Ritholtz Wealth Management's IJJ Position: Q2 2026 in Review

Ritholtz Wealth Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 2,406 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #982.

Ritholtz Wealth Management first reported a position in IJJ in Q3 2024 and has held it in 8 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Ritholtz Wealth Management held 2,406 shares of iShares S&P Mid-Cap 400 Value ETF worth $355K as of Q2 2026.
Ritholtz Wealth Management 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 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #982 holding.
Ritholtz Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and has held it in 8 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.