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Simon Quick Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Simon Quick 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
Q2 		$1.32M Hold
8,925
– – 0.05% 184
2026
Q1 		$1.18M Buy
8,925
+1
+0% +$137 0.05% 177
2025
Q4 		$1.17M Sell
8,924
-1,500
-14% -$195K 0.05% 176
2025
Q3 		$1.35M Sell
10,424
-160
-2% -$20.5K 0.06% 168
2025
Q2 		$1.31M Sell
10,584
-125
-1% -$14.7K 0.07% 161
2025
Q1 		$1.28M Hold
10,709
– – 0.07% 134
2024
Q4 		$1.34M Hold
10,709
– – 0.08% 113
2024
Q3 		$1.32M Buy
10,709
+1
+0% +$119 0.08% 110
2024
Q2 		$1.21M Hold
10,708
– – 0.09% 109
2024
Q1 		$1.27M Sell
10,708
-1,054
-9% -$119K 0.09% 110
2023
Q4 		$1.34M Buy
11,762
+2
+0% +$206 0.12% 94
2023
Q3 		$1.19M Buy
11,760
+1,182
+11% +$126K 0.11% 94
2023
Q2 		$1.13M Sell
10,578
-161
-1% -$16.4K 0.1% 92
2023
Q1 		$1.1M Sell
10,739
-129
-1% -$13.8K 0.12% 92
2022
Q4 		$1.1M Sell
10,868
-400
-4% -$39.9K 0.13% 82
2022
Q3 		$1.01M Hold
11,268
– – 0.14% 80
2022
Q2 		$1.15M Buy
11,268
+10,807
+2,344% +$1.1M 0.15% 79
2022
Q1 		$51K Hold
461
– – 0.01% 205
2021
Q4 		$51K Buy
461
+1
+0.2% +$109 0.01% 227
2021
Q3 		$47K Hold
460
– – 0.01% 256
2021
Q2 		$48K Hold
460
– – 0.01% 252
2021
Q1 		$46K Sell
460
-142
-24% -$13.6K 0.01% 271
2020
Q4 		$52K Buy
+602
New +$47.2K 0.02% 209
2020
Q2 		– Sell
-150
Closed -$8K – 472
2020
Q1 		$8K Buy
+150
New +$11.3K ﹤0.01% 323
2019
Q2 		– Sell
-92
Closed -$7K – 529
2019
Q1 		$7K Buy
+92
New +$7.12K ﹤0.01% 349
2017
Q4 		– Sell
-776
Closed -$59K – 520
2017
Q3 		$59K Hold
776
– – 0.02% 244
2017
Q2 		$58K Hold
776
– – 0.03% 116
2017
Q1 		$58K Buy
+776
New +$57.6K 0.03% 146

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

Simon Quick Advisors's IJJ Position: Q2 2026 in Review

Simon Quick Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 8,925 shares worth $1.32M. The position accounts for 0.05% of the portfolio, ranked #184.

Simon Quick Advisors first reported a position in IJJ in Q1 2017 and has held it in 28 quarters since. The position peaked at $1.35M in Q3 2025. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Simon Quick Advisors held 8,925 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.32M as of Q2 2026.
  • Simon Quick Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.05% of Simon Quick Advisors's portfolio in Q2 2026, its #184 holding.
  • Simon Quick Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2017 and has held it in 28 quarters since.
  • Simon Quick Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.35M in Q3 2025.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.