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

Rossby Financial’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 		$18.6K Buy
126
+120
+2,000% +$17K ﹤0.01% 979
2026
Q1 		$799 Sell
6
-17
-74% -$2.33K ﹤0.01% 2032
2025
Q4 		$3.03K Sell
23
-11
-32% -$1.43K ﹤0.01% 1248
2025
Q3 		$4.43K Sell
34
-1
-3% -$128 ﹤0.01% 1005
2025
Q2 		$4.33K Buy
35
+3
+9% +$353 ﹤0.01% 923
2025
Q1 		$3.65K Buy
+32
New +$4.01K ﹤0.01% 839

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rossby Financial's IJJ Position: Q2 2026 in Review

Rossby Financial increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2,000% in Q2 2026, buying an estimated $17K and bringing the position to 126 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Rossby Financial first reported a position in IJJ in Q1 2025 and has held it in 6 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Rossby Financial held 126 shares of iShares S&P Mid-Cap 400 Value ETF worth $18.6K as of Q2 2026.
  • Rossby Financial bought 120 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $17K.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #979 holding.
  • Rossby Financial first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.