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

StoneX Group’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 		$386K Sell
2,612
-1,213
-32% -$172K 0.02% 681
2026
Q1 		$507K Sell
3,825
-24,104
-86% -$3.3M 0.03% 417
2025
Q4 		$3.68M Sell
27,929
-13,723
-33% -$1.79M 0.16% 109
2025
Q3 		$5.4M Sell
41,652
-925
-2% -$118K 0.24% 85
2025
Q2 		$5.26M Buy
42,577
+2,686
+7% +$316K 0.26% 74
2025
Q1 		$4.78M Sell
39,891
-4,337
-10% -$543K 0.26% 81
2024
Q4 		$5.53M Buy
+44,228
New +$5.65M 0.3% 72
2023
Q4 		– Sell
-2,538
Closed -$257K – 400
2023
Q3 		$257K Sell
2,538
-108
-4% -$11.5K 0.14% 223
2023
Q2 		$283K Sell
2,646
-2,252
-46% -$229K 0.16% 192
2023
Q1 		$503K Buy
4,898
+2,845
+139% +$304K 0.3% 96
2022
Q4 		$207K Sell
2,053
-209
-9% -$20.9K 0.03% 398
2022
Q3 		$204K Sell
2,262
-19,722
-90% -$1.96M 0.04% 271
2022
Q2 		$2.08M Buy
21,984
+20
+0.1% +$2.04K 0.34% 56
2022
Q1 		$2.41M Buy
21,964
+3,301
+18% +$356K 0.23% 88
2021
Q4 		$2.07M Buy
18,663
+10,025
+116% +$1.09M 0.24% 86
2021
Q3 		$890K Buy
8,638
+2,490
+41% +$262K 0.13% 174
2021
Q2 		$648K Buy
6,148
+786
+15% +$83.9K 0.1% 208
2021
Q1 		$547K Buy
+5,362
New +$512K 0.1% 203
2019
Q3 		– Sell
-2,598
Closed -$207K – 268
2019
Q2 		$207K Buy
2,598
+8
+0.3% +$635 0.13% 226
2019
Q1 		$203K Buy
+2,590
New +$201K 0.15% 217
2018
Q4 		– Sell
-3,148
Closed -$263K – 220
2018
Q3 		$263K Buy
3,148
+162
+5% +$13.5K 0.2% 187
2018
Q2 		$242K Sell
2,986
-172
-5% -$13.8K 0.21% 191
2018
Q1 		$244K Buy
3,158
+416
+15% +$33K 0.23% 174
2017
Q4 		$220K Buy
+2,742
New +$214K 0.23% 180

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

StoneX Group's IJJ Position: Q2 2026 in Review

StoneX Group reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 32% in Q2 2026, selling an estimated $172K and leaving 2,612 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #681.

StoneX Group first reported a position in IJJ in Q4 2017 and has held it in 24 quarters since. The position peaked at $5.53M in Q4 2024. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • StoneX Group held 2,612 shares of iShares S&P Mid-Cap 400 Value ETF worth $386K as of Q2 2026.
  • StoneX Group sold 1,213 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $172K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.02% of StoneX Group's portfolio in Q2 2026, its #681 holding.
  • StoneX Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and has held it in 24 quarters since.
  • StoneX Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $5.53M in Q4 2024.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.