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Sterling Capital Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Sterling Capital Management’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 		$18.2K Sell
137
-131
-49% -$17.9K ﹤0.01% 2066
2025
Q4 		$35.3K Sell
268
-38
-12% -$4.95K ﹤0.01% 1937
2025
Q3 		$39.7K Buy
+306
New +$39.2K ﹤0.01% 1844

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

Sterling Capital Management's IJJ Position: Q1 2026 in Review

Sterling Capital Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 49% in Q1 2026, selling an estimated $17.9K and leaving 137 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

Sterling Capital Management first reported a position in IJJ in Q3 2025 and has held it in 3 quarters since. The position peaked at $39.7K in Q3 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

  • Sterling Capital Management held 137 shares of iShares S&P Mid-Cap 400 Value ETF worth $18.2K as of Q1 2026.
  • Sterling Capital Management sold 131 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $17.9K.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #2066 holding.
  • Sterling Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Sterling Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $39.7K in Q3 2025.
  • 842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.