Schneider Downs Wealth Management Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Schneider Downs Wealth Management Advisors’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	$1.07M	Buy	8,058 +243	+3%	+$33.3K	0.12%	62
2025 Q4	$1.03M	Buy	7,815 +72	+0.9%	+$9.37K	0.12%	64
2025 Q3	$1M	Hold	7,743	–	–	0.12%	67
2025 Q2	$957K	Buy	7,743 +3,915	+102%	+$461K	0.14%	62
2025 Q1	$458K	Hold	3,828	–	–	0.08%	91
2024 Q4	$478K	Hold	3,828	–	–	0.09%	91
2024 Q3	$473K	Hold	3,828	–	–	0.1%	90
2024 Q2	$434K	Hold	3,828	–	–	0.1%	88
2024 Q1	$453K	Hold	3,828	–	–	0.1%	85
2023 Q4	$437K	Hold	3,828	–	–	0.11%	72
2023 Q3	$386K	Sell	3,828 -533	-12%	-$57K	0.09%	71
2023 Q2	$467K	Hold	4,361	–	–	0.11%	66
2023 Q1	$448K	Hold	4,361	–	–	0.09%	68
2022 Q4	$440K	Buy	+4,361	New	+$435K	0.1%	71
2022 Q2	–	Sell	-1,876	Closed	-$206K	–	145
2022 Q1	$206K	Hold	1,876	–	–	0.05%	141
2021 Q4	$208K	Buy	+1,876	New	+$204K	0.05%	148
2019 Q3	–	Sell	-3,630	Closed	-$289K	–	70
2019 Q2	$289K	Sell	3,630 -46	-1%	-$3.65K	0.1%	54
2019 Q1	$288K	Buy	3,676 +98	+3%	+$7.59K	0.11%	52
2018 Q4	$247K	Buy	3,578 +872	+32%	+$66.7K	0.11%	52
2018 Q3	$226K	Hold	2,706	–	–	0.14%	52
2018 Q2	$219K	Hold	2,706	–	–	0.15%	49
2018 Q1	$209K	Hold	2,706	–	–	0.12%	48
2017 Q4	$217K	Sell	2,706 -474	-15%	-$37K	0.13%	40
2017 Q3	$243K	Buy	3,180 +4	+0.1%	+$297	0.16%	35
2017 Q2	$236K	Sell	3,176 -7,184	-69%	-$531K	0.15%	36
2017 Q1	$769K	Buy	10,360 +2	+0%	+$148	0.53%	17
2016 Q4	$752K	Buy	10,358 +236	+2%	+$16.3K	0.51%	14
2016 Q3	$673K	Buy	10,122 +4	+0%	+$264	0.44%	15
2016 Q2	$648K	Sell	10,118 -1,784	-15%	-$112K	0.44%	14
2016 Q1	$738K	Sell	11,902 -1,684	-12%	-$95.4K	0.51%	13
2015 Q4	$796K	Buy	+13,586	New	+$823K	0.92%	13

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 $10.1B AUM 29.18% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's IJJ Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 3.1% in Q1 2026, buying an estimated $33.3K and bringing the position to 8,058 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #62.

Schneider Downs Wealth Management Advisors first reported a position in IJJ in Q4 2015 and has held it in 31 quarters since. 844 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Schneider Downs Wealth Management Advisors held 8,058 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.07M as of Q1 2026.
Schneider Downs Wealth Management Advisors bought 243 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $33.3K.
iShares S&P Mid-Cap 400 Value ETF made up 0.12% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #62 holding.
Schneider Downs Wealth Management Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2015 and has held it in 31 quarters since.
844 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.