Romano Brothers & Co’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Romano Brothers & Co’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	$438K	Hold	2,965	–	–	0.04%	254
2026 Q1	$393K	Hold	2,965	–	–	0.04%	254
2025 Q4	$390K	Buy	2,965 +580	+24%	+$75.5K	0.04%	255
2025 Q3	$309K	Hold	2,385	–	–	0.04%	281
2025 Q2	$295K	Sell	2,385 -20	-0.8%	-$2.35K	0.04%	269
2025 Q1	$288K	Hold	2,405	–	–	0.04%	272
2024 Q4	$301K	Hold	2,405	–	–	0.04%	263
2024 Q3	$297K	Sell	2,405 -10	-0.4%	-$1.19K	0.04%	265
2024 Q2	$274K	Hold	2,415	–	–	0.04%	264
2024 Q1	$286K	Hold	2,415	–	–	0.04%	262
2023 Q4	$275K	Sell	2,415 -980	-29%	-$101K	0.04%	260
2023 Q3	$343K	Hold	3,395	–	–	0.05%	240
2023 Q2	$364K	Hold	3,395	–	–	0.05%	245
2023 Q1	$349K	Hold	3,395	–	–	0.05%	243
2022 Q4	$342K	Hold	3,395	–	–	0.05%	238
2022 Q3	$306K	Buy	+3,395	New	+$338K	0.05%	246

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

Romano Brothers & Co's IJJ Position: Q2 2026 in Review

Romano Brothers & Co held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 2,965 shares worth $438K. The position accounts for 0.04% of the portfolio, ranked #254.

Romano Brothers & Co first reported a position in IJJ in Q3 2022 and has held it in 16 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Romano Brothers & Co held 2,965 shares of iShares S&P Mid-Cap 400 Value ETF worth $438K as of Q2 2026.
Romano Brothers & Co 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 0.04% of Romano Brothers & Co's portfolio in Q2 2026, its #254 holding.
Romano Brothers & Co first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2022 and has held it in 16 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.