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

Root Financial Partners’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 Q3	$363K	Hold	2,635	–	–	0.01%	279
2026 Q2	$389K	Sell	2,635 -4	-0.2%	-$566	0.02%	234
2026 Q1	$350K	Sell	2,639 -3	-0.1%	-$411	0.02%	222
2025 Q4	$348K	Sell	2,642 -69	-3%	-$8.98K	0.02%	208
2025 Q3	$352K	Buy	2,711 +305	+13%	+$39.1K	0.02%	191
2025 Q2	$297K	Hold	2,406	–	–	0.03%	181
2025 Q1	$288K	Hold	2,406	–	–	0.03%	162
2024 Q4	$301K	Buy	+2,406	New	+$307K	0.04%	155

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's IJJ Position: Q3 2026 in Review

Root Financial Partners held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2026 at 2,635 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #279.

Root Financial Partners first reported a position in IJJ in Q4 2024 and has held it in 8 quarters since. The position peaked at $389K in Q2 2026. 772 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

Root Financial Partners held 2,635 shares of iShares S&P Mid-Cap 400 Value ETF worth $363K as of Q3 2026.
Root Financial Partners left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #279 holding.
Root Financial Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 8 quarters since.
Root Financial Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $389K in Q2 2026.
772 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.