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

Sittner & Nelson’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	$20.5K	Hold	139	–	–	0.01%	378
2026 Q1	$18.4K	Hold	139	–	–	0.01%	393
2025 Q4	$20K	Hold	139	–	–	0.01%	350
2025 Q3	$18K	Hold	139	–	–	0.01%	327
2025 Q2	$17.2K	Hold	139	–	–	0.01%	333
2025 Q1	$16.6K	Hold	139	–	–	0.01%	328
2024 Q4	$17.4K	Hold	139	–	–	0.01%	308
2024 Q3	$17.2K	Hold	139	–	–	0.01%	313
2024 Q2	$15.8K	Hold	139	–	–	0.01%	309
2024 Q1	$16.4K	Hold	139	–	–	0.01%	300
2023 Q4	$15.9K	Hold	139	–	–	0.01%	306
2023 Q3	$14K	Hold	139	–	–	0.01%	308
2023 Q2	$14.9K	Buy	+139	New	+$14.1K	0.01%	313

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sittner & Nelson's IJJ Position: Q2 2026 in Review

Sittner & Nelson held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 139 shares worth $20.5K. The position accounts for 0.01% of the portfolio, ranked #378.

Sittner & Nelson first reported a position in IJJ in Q2 2023 and has held it in 13 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Sittner & Nelson held 139 shares of iShares S&P Mid-Cap 400 Value ETF worth $20.5K as of Q2 2026.
Sittner & Nelson 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 0.01% of Sittner & Nelson's portfolio in Q2 2026, its #378 holding.
Sittner & Nelson first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2023 and has held it in 13 quarters since.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.