SF
IJJ icon

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

Summit Financial’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 		$8.2M Sell
55,498
-1,227
-2% -$174K 0.09% 228
2026
Q1 		$7.52M Buy
56,725
+3,724
+7% +$510K 0.1% 213
2025
Q4 		$6.97M Buy
53,001
+4,797
+10% +$624K 0.1% 187
2025
Q3 		$6.25M Buy
48,204
+41,108
+579% +$5.26M 0.1% 204
2025
Q2 		$877K Buy
7,096
+5,181
+271% +$610K 0.02% 434
2025
Q1 		$229K Buy
+1,915
New +$240K 0.01% 665

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

Summit Financial's IJJ Position: Q2 2026 in Review

Summit Financial reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.2% in Q2 2026, selling an estimated $174K and leaving 55,498 shares worth $8.2M. The position accounts for 0.09% of the portfolio, ranked #228.

Summit Financial first reported a position in IJJ in Q1 2025 and has held it in 6 quarters since. 875 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Summit Financial held 55,498 shares of iShares S&P Mid-Cap 400 Value ETF worth $8.2M as of Q2 2026.
  • Summit Financial sold 1,227 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $174K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.09% of Summit Financial's portfolio in Q2 2026, its #228 holding.
  • Summit Financial first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 875 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.