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 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 $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

Root Financial Partners's IJJ Position: Q1 2026 in Review

Root Financial Partners reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.11% in Q1 2026, selling an estimated $411 and leaving 2,639 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #222.

Root Financial Partners first reported a position in IJJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $352K in Q3 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Root Financial Partners held 2,639 shares of iShares S&P Mid-Cap 400 Value ETF worth $350K as of Q1 2026.
Root Financial Partners sold 3 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $411.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #222 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 6 quarters since.
Root Financial Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $352K in Q3 2025.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.