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

Salomon & Ludwin’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 		$12.9M Sell
96,489
-4,397
-4% -$602K 1.15% 27
2025
Q4 		$13.6M Sell
100,886
-2,315
-2% -$301K 1.2% 25
2025
Q3 		$13.5M Sell
103,201
-2,017
-2% -$258K 1.22% 24
2025
Q2 		$13.4M Sell
105,218
-3,163
-3% -$372K 1.32% 22
2025
Q1 		$13M Sell
108,381
-3,891
-3% -$487K 1.38% 23
2024
Q4 		$14M Sell
112,272
-7,130
-6% -$910K 1.49% 22
2024
Q3 		$14.8M Sell
119,402
-11,932
-9% -$1.42M 1.5% 21
2024
Q2 		$14.9M Sell
131,334
-47,905
-27% -$5.46M 1.66% 19
2024
Q1 		$21.2M Sell
179,239
-3,447
-2% -$388K 1.82% 16
2023
Q4 		$18.4M Hold
182,686
– – 1.92% 16
2023
Q3 		$18.4M Sell
182,686
-863
-0.5% -$92.2K 1.92% 16
2023
Q2 		$19.7M Buy
183,549
+266
+0.1% +$27K 2.09% 14
2023
Q1 		$18.8M Buy
183,283
+419
+0.2% +$44.8K 2.25% 13
2022
Q4 		$18.4M Sell
182,864
-395
-0.2% -$39.4K 2.34% 12
2022
Q3 		$16.5M Buy
183,259
+792
+0.4% +$78.8K 2.47% 10
2022
Q2 		$17.2M Sell
182,467
-4,058
-2% -$414K 2.66% 10
2022
Q1 		$20.5M Sell
186,525
-609
-0.3% -$65.7K 2.97% 9
2021
Q4 		$20.7M Sell
187,134
-3,094
-2% -$337K 2.93% 10
2021
Q3 		$19.6M Buy
190,228
+561
+0.3% +$58.9K 3.05% 9
2021
Q2 		$20M Buy
189,667
+1,827
+1% +$195K 3.14% 9
2021
Q1 		$19.1M Sell
187,840
-8,627
-4% -$824K 3.25% 9
2020
Q4 		$17M Sell
196,467
-12,901
-6% -$1.01M 3.14% 8
2020
Q3 		$14.1M Sell
209,368
-6,876
-3% -$475K 2.94% 9
2020
Q2 		$14.4M Sell
216,244
-89,082
-29% -$5.59M 3.1% 9
2020
Q1 		$16.8M Sell
305,326
-5,928
-2% -$446K 4.31% 5
2019
Q4 		$26.6M Sell
311,254
-18,132
-6% -$1.49M 5.27% 6
2019
Q3 		$26.3M Sell
329,386
-6,016
-2% -$474K 5.33% 6
2019
Q2 		$26.7M Sell
335,402
-10,068
-3% -$799K 5.41% 6
2019
Q1 		$27.1M Buy
345,470
+4,150
+1% +$321K 5.58% 5
2018
Q4 		$23.6M Buy
+341,320
New +$26.1M 5.45% 5

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
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
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

Salomon & Ludwin's IJJ Position: Q1 2026 in Review

Salomon & Ludwin reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 4.4% in Q1 2026, selling an estimated $602K and leaving 96,489 shares worth $12.9M. The position accounts for 1.15% of the portfolio, ranked #27.

Salomon & Ludwin first reported a position in IJJ in Q4 2018 and has held it in 30 quarters since. The position peaked at $27.1M in Q1 2019. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

  • Salomon & Ludwin held 96,489 shares of iShares S&P Mid-Cap 400 Value ETF worth $12.9M as of Q1 2026.
  • Salomon & Ludwin sold 4,397 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $602K.
  • iShares S&P Mid-Cap 400 Value ETF made up 1.15% of Salomon & Ludwin's portfolio in Q1 2026, its #27 holding.
  • Salomon & Ludwin first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Salomon & Ludwin's iShares S&P Mid-Cap 400 Value ETF position peaked at $27.1M in Q1 2019.
  • 842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.