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

Strategic Blueprint’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	$664K	Buy	5,010 +11	+0.2%	+$1.51K	0.04%	352
2025 Q4	$658K	Sell	4,999 -104	-2%	-$13.5K	0.04%	353
2025 Q3	$662K	Buy	5,103 +3,251	+176%	+$416K	0.03%	421
2025 Q2	$229K	Sell	1,852 -5,734	-76%	-$675K	0.01%	627
2025 Q1	$908K	Sell	7,586 -4,859	-39%	-$608K	0.05%	304
2024 Q4	$1.56M	Sell	12,445 -336	-3%	-$42.9K	0.09%	190
2024 Q3	$1.58M	Sell	12,781 -8	-0.1%	-$951	0.1%	184
2024 Q2	$1.45M	Hold	12,789	–	–	0.1%	188
2024 Q1	$1.51M	Hold	12,789	–	–	0.11%	178
2023 Q4	$1.46M	Hold	12,789	–	–	0.12%	164
2023 Q3	$1.29M	Buy	12,789 +9,670	+310%	+$1.03M	0.12%	168
2023 Q2	$334K	Sell	3,119 -179	-5%	-$18.2K	0.03%	393
2023 Q1	$339K	Hold	3,298	–	–	0.03%	372
2022 Q4	$332K	Sell	3,298 -26	-0.8%	-$2.6K	0.04%	370
2022 Q3	$299K	Hold	3,324	–	–	0.04%	368
2022 Q2	$314K	Buy	3,324 +245	+8%	+$25K	0.04%	363
2022 Q1	$338K	Buy	3,079 +873	+40%	+$94.2K	0.04%	364
2021 Q4	$244K	Buy	2,206 +130	+6%	+$14.1K	0.03%	419
2021 Q3	$214K	Hold	2,076	–	–	0.03%	377
2021 Q2	$219K	Hold	2,076	–	–	0.03%	359
2021 Q1	$212K	Buy	+2,076	New	+$198K	0.05%	284
2019 Q4	–	Sell	-800	Closed	-$64K	–	245
2019 Q3	$64K	Buy	+800	New	+$63K	0.05%	132

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 $16.5B AUM 19.94% 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 $8.81B AUM 22.47% 1-Year Est. Return

Strategic Blueprint's IJJ Position: Q1 2026 in Review

Strategic Blueprint increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.22% in Q1 2026, buying an estimated $1.51K and bringing the position to 5,010 shares worth $664K. The position accounts for 0.04% of the portfolio, ranked #352.

Strategic Blueprint first reported a position in IJJ in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.58M in Q3 2024. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Strategic Blueprint held 5,010 shares of iShares S&P Mid-Cap 400 Value ETF worth $664K as of Q1 2026.
Strategic Blueprint bought 11 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $1.51K.
iShares S&P Mid-Cap 400 Value ETF made up 0.04% of Strategic Blueprint's portfolio in Q1 2026, its #352 holding.
Strategic Blueprint first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2019 and has held it in 22 quarters since.
Strategic Blueprint's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.58M in Q3 2024.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.