Ritter Daniher Financial Advisory’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Ritter Daniher Financial Advisory’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	$1.79M	Sell	12,144 -56	-0.5%	-$7.92K	0.27%	40
2026 Q1	$1.62M	Sell	12,200 -1,320	-10%	-$181K	0.27%	41
2025 Q4	$1.78M	Buy	13,520 +1,211	+10%	+$158K	0.3%	39
2025 Q3	$1.6M	Sell	12,309 -939	-7%	-$120K	0.28%	43
2025 Q2	$1.64M	Buy	13,248 +402	+3%	+$47.3K	0.4%	23
2025 Q1	$1.54M	Sell	12,846 -78	-0.6%	-$9.77K	0.42%	23
2024 Q4	$1.61M	Sell	12,924 -452	-3%	-$57.7K	0.46%	24
2024 Q3	$1.65M	Buy	13,376 +250	+2%	+$29.7K	0.48%	20
2024 Q2	$1.49M	Buy	13,126 +448	+4%	+$51.1K	0.47%	20
2024 Q1	$1.5M	Buy	12,678 +727	+6%	+$81.9K	0.5%	19
2023 Q4	$1.36M	Buy	11,951 +5,980	+100%	+$615K	0.51%	17
2023 Q3	$603K	Buy	5,971 +2,357	+65%	+$252K	0.25%	40
2023 Q2	$387K	Sell	3,614 -610	-14%	-$62K	0.16%	50
2023 Q1	$434K	Sell	4,224 -649	-13%	-$69.4K	0.19%	46
2022 Q4	$491K	Sell	4,873 -1,361	-22%	-$136K	0.23%	44
2022 Q3	$561K	Buy	6,234 +1,599	+34%	+$159K	0.4%	32
2022 Q2	$438K	Buy	4,635 +2,626	+131%	+$268K	0.31%	41
2022 Q1	$220K	Buy	2,009 +1,265	+170%	+$137K	0.15%	56
2021 Q4	$82K	Hold	744	–	–	0.05%	93
2021 Q3	$77K	Hold	744	–	–	0.06%	92
2021 Q2	$78K	Hold	744	–	–	0.06%	86
2021 Q1	$76K	Hold	744	–	–	0.06%	80
2020 Q4	$64K	Buy	+744	New	+$58.4K	0.06%	81

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

Ritter Daniher Financial Advisory's IJJ Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.46% in Q2 2026, selling an estimated $7.92K and leaving 12,144 shares worth $1.79M. The position accounts for 0.27% of the portfolio, ranked #40.

Ritter Daniher Financial Advisory first reported a position in IJJ in Q4 2020 and has held it in 23 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Ritter Daniher Financial Advisory held 12,144 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.79M as of Q2 2026.
Ritter Daniher Financial Advisory sold 56 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $7.92K.
iShares S&P Mid-Cap 400 Value ETF made up 0.27% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #40 holding.
Ritter Daniher Financial Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 23 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.